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.
Wurts & Associates was founded in 1986 to provide institutional clients with thoughtful and independent investment advice. Today, our clients, whose assets total over $38 billion, include educational and charitable organizations, corporate and public retirement funds, health care and financial institutions, multi-employer trusts and substantial net worth families.
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 distinguishes itself through our research and the quality of our people. The firm has been consistently recognized for the quality of our services and our perspectives on the capital markets and economy are routinely sought after by leading financial publications. Our professionals have developed a solid reputation for helping clients make well-informed financial decisions, resulting in positive outcomes for their portfolios.