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INDIVIDUALS
Wychick clients tend to be conservative, affluent individuals who are interested in regular and reasonable growth of their assets and do not want to worry about their portfolios on a day-to-day basis. Clients typically have a minimum net worth of at least $500,000, with $200,000 in investable assets.
ACCREDITED INVESTORS
(minimum $1 Million Dollar Net Worth, or consistent $200,000 annual income)
Wychick will work with accredited investors on specific needs of high net worth individuals, consulting on multiple investment manager portfolios, hedge funds, restricted stock, trusts, limited partnerships or other solutions that are unique to their situation.
INSTITUTIONS, FOUNDATIONS AND NON-PROFITS
Wychick has a very strong interest in working with foundations, endowments and not-for-profit organizations. We work closely with Executive Directors and Board Members providing cost effective, prudent and fiduciarily responsible solutions for your investment management needs. We will also provide our expertise to assist organizations with charitable gifting, estate planning, and development activities.
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