Welcome to Weiss Capital Management

Martin Weiss: I’m Martin Weiss, CEO of the Weiss Group, and with me is Sherri Daniels, president of our investment advisory subsidiary, Weiss Capital Management.

Nearly three decades ago, my father, J. Irving Weiss, decided to create this investment advisory company, Weiss Capital Management.

Weiss Capital Management is separate from its affiliate, Weiss Research. So, let me tell you about the differences between the two companies:

Weiss Research		Weiss Capital Management
Weiss Research is an investment publisher.		Weiss Capital Management is an investment adviser.
Weiss Research provides the same investment information to all of its subscribers to a particular publication.		Weiss Capital Management provides advice tailored to each investor’s individual goals and circumstances.

Sherri Daniels: We take great care to keep these two companies — Weiss Research and Weiss Capital Management — separate and your information private.

Both companies share a similar vision and similar investment philosophy — to help you preserve and grow your money in both good times and bad. But don’t be surprised if you notice differences in the specific tactics and investment picks.

Martin: And naturally, there’s also a difference in the level of service provided by Weiss Capital Management. Sherri, you’ve been with Weiss for two decades and an executive since 1994. You have 25 years of experience in the financial industry and you head up a team of portfolio managers and advisors. Please explain what investors can expect when they become clients.

Sherri: As soon as you contact us, you’re assigned your own personal financial advisor who is licensed and experienced.

Your financial advisor will match your personal situation with a customized portfolio that we believe is best-suited for you.

We manage your money so you don’t have to. And we do so in your own individual and separate account. In other words, your assets are always segregated from other clients’ assets at our custodian, Fidelity Investments.

We help you with all the paperwork to get started. Most important, we handle all the investment decisions. We decide what to invest in, how much and when — and we make all trades for you.

We stay in close contact with you. Plus, you have online access to your investment account through Fidelity, around the clock.

You can stay focused on your business or on your retirement. You can go on long vacations or cruise the world. We will mind your wealth for you.

So please see our web site or call us at 800-814-3045.