About Us
Mission Statement
Wurts & Associates provides research-driven investment solutions that enable institutional investors to prudently discharge their fiduciary responsibility. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers our clients to achieve their investment objectives.
Those responsible for supervising their organization's institutional investments routinely make multi-million dollar decisions. Today, these decisions must be made in a rapidly changing environment.
More volatile markets, an increasingly global economy and the introduction of new and complicated financial instruments make the job of fulfilling fiduciary responsibilities much more challenging.
Wurts & Associates is committed to providing investment advice that enables institutional investors to make well-informed decisions.
Our clients, whose assets total in the tens of billions of dollars, include educational and charitable organizations, corporate and public retirement funds, health care and financial institutions, Taft-Hartley trusts and substantial net worth families.