Grounded in Independence. Driven by Alignment. Defined by Excellence.
Grounded in Independence.
Driven by Alignment.
Defined by Excellence.
We empower ultra-high-net-worth families and institutions with differentiated and aligned approaches to managing, creating, and preserving generational wealth. We believe that long-term focused and value-oriented investing will deliver superior results. We are fiercely independent in mindset and not beholden to traditional investment silos.
Why WMK Investment Partners
Who We Serve
Family Offices
Our background runs deep in family offices. We understand that every family office is unique and that our job is to elevate yours, however it is structured. We can manage your investments, fill in gaps in your current access, or provide a full-service solution to meet your unique needs. Our goal is to meet you wherever the most value can be added.
Institutions & Endowments
We are not a big box provider of endowment management. We take views built to provide upside and limit risk over the course of a business cycle. Our goal is to spend the time understanding your institution and building a plan uniquely positioned to meet your needs and support your organization’s mission.
Dealership Owners & Operators
We are deeply aligned with the interests of dealers—because we are dealers. We empathize with the challenges, understand the opportunities, and have deep respect for the businesses built by dealers in the transportation space who we believe represent some of the greatest entrepreneurs in the world. Our expertise is uniquely positioned to add value to your investments, your business, and your financial life.
Entrepreneurs
We know how to start and operate businesses. Our appreciation for the risk you take to build an enterprise of lasting value increases our desire to be effective stewards of your capital. We partner with entrepreneurs who desire a differentiated platform built to serve them, rather than designed to extract value from them.