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Gregory Werlinich, MBA

Gregory Werlinich, MBA
Other Names: Gregory Werlinich
Firm: No Current Employment Listed
DBA:

Werlinich Asset Management, LLC
Advisor Location:
Rye Brook, NY
Advisor AUM: $65,000,000
Advisor Primary Clients: Individuals
Type: Not Actively Registered

Description

Greg Werlinich is an independent, fee-only, SEC-registered investment advisor based in Rye Brook, NY. He provides customized portfolio management solutions designed to meet the unique needs of each client. He is a patient, long-term, tax-efficient investor with an excellent track record of helping clients build and protect ... see more

BrightScope Advisor Metrics

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Answers and Guides

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Level 8 Level 8 Contributor 10 Answers and 1 Financial Guide

Top Answers

When interviewing a financial advisor, what questions should I ask?

Answered Jan 06, 2012
9 votes
Are you a registered investment advisor (RIA, paid by fees) or a registered representative (stockbroker, paid by commissions)? How do you charge for your services? Are you a fiduciary (do you have a legal responsibility to put my needs and interests ...(more)

Should I invest in gold?

Answered Jan 31, 2012
7 votes
Allow me to disagree wholeheartedly with Evan, and to some extent, the other reasoned answers. I believe strongly that investors should maintain an allocation to gold. It is absolutely a valid asset class to invest in; it isn't simply a speculation. The ...(more)

What Do You Think About Penny Stocks?

Answered Jan 12, 2012
6 votes
In most cases, penny stocks should be avoided as they are often the domain of hucksters and "pump and dump" scam artists.
See more Answers

Top Guides

Dynamic Sector Rotation

Published Jan 04, 2012
1 vote
It's time to develop a new outlook and a new investment strategy that can make real money in good years and protect you from large losses in bad times. That strategy is dynamic sector rotation ...(more)
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Excerpt from my book: "The Black Book on Personal Finance"

Greg co-authored this book a few years ago. In his chapter he details the investment strategy, which he calls "sector rotation investing", that he employs on behalf of his clients.

Links to Greg's television, radio and print media appearances

On this page are links to videos from Greg's TV appearances on Fox News, radio broadcasts and quotes in mainstream newspapers like Barron's and Investment News.

WAM's Newsletter - "News and Views"

Greg writes a free monthly newsletter called "News and Views" in which he discusses relevant economic and financial news and trends and gives his outlook for the stock market.

Werlinich Asset Management

The website for Greg's firm contains a wealth of information on Greg and the firm.

Social Media

Advisor Assets Under Management

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$65.0M
Total Assets
48
Clients
$1.4M
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

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ownership pie chart
Individuals 70%
Charitable Organizations 20%
High Net Worth Individuals 10%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates

There is currently no information available.

Licenses and Conduct

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Regulator
License Status
Disclosures
As of Date

There is currently no information available.

Advisor Exams

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Exam Series Passed Date

There is currently no information available.

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Compensation Arrangement Chart