WCAM PROVIDES exclusive equity, fixed income, and alternative asset management services to more than 100 investors consisting of high net worth individuals, institutions, retirement plans and charitable foundations.
Established in 2000, WCAM is an investment advisor registered with the Securities & Exchange Commission. Our mission is to preserve and enhance the wealth of our clients through a disciplined and entrepreneurial approach to investing. WCAM co-founder Paul Orfalea started Kinko’s in 1970 and his business experience has shaped our entrepreneurial investment philosophy, upon which we base decisions on our own hands-on research.
