Whether you’re on the verge of retiring, part of a family-owned business or have gone after your own dream, we collectively have the expertise to help you plan, invest wisely and prosper today. – Scott Shellhamer

Financial Direct Mail

At Warren Financial, we find truth in the notion that individual investors achieve financial goals when they have a greater purpose in mind, beyond just financial security. Investing isn’t just a means to an end, it’s a journey intended to carry you toward your next phase in life.

For more than four decades, the wealth management team at Warren Financial has been advising individual clients on how to transform their dreams into reality. We deliver value by providing the right balance of counsel and resources for you to realize your greater purpose and achieve your goals.

While our job is to help clients manage, grow, and preserve assets, we also take pride in seeing you attain your aspirations. We’re here to provide the resources, experience, proven track record, and capabilities to execute against a plan that will deliver inspiring results.

It’s not just about planning, it’s about doing.

Portfolio Construction

Hedging Asset Preservation

Financial Planning

Wealth Management

Portfolio Construction

We believe in picking great companies and sticking with them for the long haul. We spend a great deal of time considering what are the best companies to invest in. At Warren Financial we monitor hundreds of great stocks on a daily basis. When our customer asks us a specific question about a holding, we know the answer. It pays to have your advisor in the trenches, overseeing your holdings, watching closely. We know portfolio construction from the inside out.

Hedging Asset Preservation

It is our task to provide a unique, proprietary hedging strategy available to our investors via our Warren Dividend Hedge Fund. We manage this fund ourselves. The hedging is world class, unique, and based on years of research. Volatility options had few if any traders soon after their introduction in 2007 through 2009. Warren Financial began trading options on Vix futures in 2010. We have not found any firm, either mutual fund or ETF, with a longer track record of trading options on Vix futures than Warren Financial. Our experience is a distinct advantage.

The goal of the Warren Dividend Hedge Strategy is to provide “safer-equity” by utilizing options on Vix futures to reduce the downside risk of holding stocks. The goal of the fund is not to outperform the SP500 every year, but rather to “keep up” in good years and outperform (by losing less) in bad years when the market drops -10% or more. The bigger the drop the better the outperformance.

Financial Planning

Warren Financial believes in the process of setting life goals. These goals drive portfolio construction and management to create a customized set of investments that will perform to your specifications and ultimately meet those goals. We have implemented our own proprietary financial analysis model which we apply to your customized unique situation.

Wealth Management

Wealth management is not just about maximizing returns. It is about achieving your goals. To build a customized portfolio of wealth management, we include a comprehensive picture of your situation, built from a database of nearly 100 years of market and economic history against which to simulate the future. The outcome is this: Your goals, plus our technology, equals the optimal long-term plan.

Can't find the answer? Ask Us.

File Upload

Please leave this field empty.