WCM Investment Management is an investment firm that specializes in managing equity portfolios for clients across the globe. The company employs a fundamental, research-driven approach to identify quality growth investments. WCM focuses on understanding the long-term competitive advantages of companies within their respective industries.

WCM Investment Management

Simple Wealth Planning offers investment management and financial planning services for individuals and families, focusing on long-term financial security. The company self-describes as serving Kansas City and nationwide since 2018.

Simple Wealth Planning

WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return.

WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.

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Company Name	WCM Investment Management	Simple Wealth Planning
Symbol
MSH ID	COM:WCMINVEST	COM:SIMPLEWEALTHKC
Market	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance
Industry	Investment Management	Financial Planning
Country	US	US
Stage
Employee Count	97
Website	wcminvest.com	simplewealthkc.com
LinkedIn	wcm-investment-management
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COM:WCMINVEST

WCM Investment Management

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