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Advisor Services

  • Portfolio Management
    • -Businesses or Institutional Clients


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Werlinich Asset Management, L.L.C. 22 years, 11 months Mar 1997 - Present

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Gregory Werlinich

Dynamic Sector Rotation
Published None
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    When interviewing a financial advisor, what questions should I ask?
    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 before your own or those of your firm)?How long ...  (more)
    Answered Jan 2012
    Should I invest in gold?
    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 price of gold has risen for eleven straight ye...  (more)
    Answered Jan 2012
    After I leave a company should I leave my money in the 401k or transfer it to an IRA?
    Toni, I believe that in almost every case you'd be better off rolling over your 401k assets to an IRA managed either by an investment advisor or by yourself. In doing so you'll have much greater flexibility as to the available investments and will likely be able to reduce your annual expenses assumi...  (more)
    Answered Jan 2012
    What Do You Think About Penny Stocks?
    In most cases, penny stocks should be avoided as they are often the domain of hucksters and "pump and dump" scam artists. ...  (more)
    Answered Jan 2012
    How do I create a will?
    First of all, I'm not a lawyer, and you should certainly meet with an estate planning attorney. That being said, a will, living will, health care proxy and durable power of attorney are all different estate planning documents. And a trust can either be set up within a will or outside of it. A trust ...  (more)
    Answered Jan 2012
    How does the European debt crisis affect the American economy?
    Marilyn, that is a great question that is not easy to answer. On one level, their debt crisis will likely result in an austerity that will affect imports from US companies that sell goods and services to European markets. In addition, that general austerity contributes to global deflationary pressur...  (more)
    Answered Jan 2012
    When interviewing a financial advisor, what questions should I ask?
    Yes the questions would change as my response was predicated on the relationship being more focused on investments....  (more)
    Answered Jan 2012
    Hiding in cash. Is it time to get back into the markets?
    Don, if you've been hiding in cash since 2009 you've missed an almost doubling of the market. That being said, a lot depends on your age, your family status, work status, other assets you may have, etc. It's impossible to answer your question without knowing more about your particular situation. My ...  (more)
    Answered Jan 2012
    What is the outlook for Sara Lee this year?
    According to the Sara Lee website, their last dividend was paid 1/9/12. I saw no announcement of a special dividend in their investor relations section....  (more)
    Answered Jan 2012
    Should I invest in the stock market or mutual funds?
    Tina, there is no simple answer to your question, but a lot depends upon the size of your account and who is managing the investments. If the account is $50-$75k or less, it might be better to be in funds or ETFs. As your account approaches $100k or larger, or if it is being professionally managed, ...  (more)
    Answered Jan 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
        Not registered
      • disclosures
      • as of date
      • license status
        Not registered
      • disclosures
      • as of date
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



      Last updated on March 1, 2016
        • $70.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 36
          number of clients
        • $1.9M
          Estimated Average Account Balance Per Client

      Werlinich Asset Management, L.L.C.

      Last updated on Jan. 24, 2020
        • $103.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 30
        • $3.4M
          Estimated Average Account Balance


      Fee Only Advisor
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements