Wedgewood Investors, Inc.
Your Independent Investment Managers & Counsellors in Erie, Pennsylvania
Wedgewood Investors — Opening Doors To Financial Direction Since 1984.
Wedgewood Investors is an independent Registered Investment Advisor (RIA) that was founded in 1984. As one of the oldest independent firms in the industry, we have the experience and capabilities necessary to offer unbiased investment advice and portfolio management services. Wedgewood operates as a fee-only advisor, meaning we don’t charge commissions or receive trailing compensation like broker-dealers or insurance companies. Rather, we choose to sit on the same side of the table as our clients and work together to achieve their financial goals.
Independent.
Fiduciary.
Boutique.
Experienced.
Investment Management for Individuals
Wedgewood Investors offers a variety of investment management services to our clients. By rooting our investment purchases and sales in distinct proprietary criteria, we excel at providing individually-tailored investment opportunities to our clients. In addition to the management of client investment accounts, we assist and advise the client on their overall financial plan including, but not limited to, retirement planning, education funding, gifting, and Social Security.
Investment Management for Businesses
Just as Wedgewood Investors offers investment management services to individuals, we also offer these services to business owners and corporations. Whether you’re looking to start an investment portfolio, grow your existing capital, or enhance the retirement plan offered by your business, Wedgewood Investors can help.
Retirement Plans
While some employees feel comfortable making allocation decisions for their retirement accounts on their own, many do not. Wedgewood Investors can make it easier for your employees to structure their retirement account in the appropriate manner for their individual risk tolerance and time horizon by selecting the funds and allocation percentages for the employees. By selecting Wedgewood Investors as your retirement plan’s advisor, you are providing your employees with an invaluable tool that can help them reach their retirement goals through investment management and education.
