Founded in 1979 by David Wendell, David Wendell Associates, Inc. is an independent, employee-owned investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm is dedicated to providing professional portfolio management with a long-term investment philosophy, focusing on constructing portfolios of individual, high-quality securities. Their mission is to help clients achieve their financial objectives through disciplined investment strategies, personalized service, and a commitment to placing client interests first.

Founded in

United States