Working primarily with Fidelity mutual funds, the professionals at Weber Asset Management develop customized portfolio management strategies for our clients.
Our Chief Investment Strategist is Jack Bowers, publisher of the renown Fidelity Monitor & Insight newsletter.
Over the last two decades, we have built personal relationships with generations of families across the United States. Our clients are individuals, companies, and foundations. The minimum investment is $200,000.
Weber Asset has approximately $250 million under its oversight.