Securities industry veteran Joseph Warren founded Warren Capital Group in 2005 for the purpose of providing independent and objective financial advice to families and institutions. We are a privately owned Registered Investment Advisor, which allows us to deliver strategies unencumbered by the conflicts of sales quotas and internal products. We do not sell proprietary funds and seek only to implement investments that meet client objectives.
Warren Capital Group is a fee-only investment firm. Our compensation comes in the form of a fee applied to the accounts we manage and we do not take commissions. Therefore, our interests are aligned with our clients as we benefit when our clients' accounts increase in size. In addition, we invest our own personal money right alongside our clients'. If an investment does not warrant our own money, it certainly does not warrant our clients'. A testament to our unique platform is the size of our client base as more than 100 families and institutions throughout the world entrust Warren Capital Group to manage their assets.