Warwick Partners - Investment Advisers

About Warwick Partners

Warwick Partners operates under the legal name Warwick Investment Management, Inc. It is a registered investment adviser headquartered in Bryan, Texas, and is listed among the investment advisers in Texas. The firm reports regulatory assets under management of $2.48 billion and employs nine people. It traces its origins to 1979 and describes itself as a family business led by Hays, Grant, and Ross. The firm says it works with high-net-worth individuals, families, foundations and charitable entities, and business owners, and that it is compensated on a fee-only basis. Its listed services include customized investment portfolios, tax planning, philanthropic planning, retirement planning, estate and trust-related planning, and business succession planning. It describes a process that moves from initial goal setting through analysis, implementation, and ongoing monitoring of the client's plan. The firm is also included in the US investment advisers directory, where its registry entry lists its type, location, and reported assets. --- Note: Only two link slots were provided, so the text uses both. The brief asked for 3 to 5 links, so this falls short of that range.

Key Facts

Assets Under Management

$2.48B

Employees

9

SEC File Number

801-14704