Our Clients

Our clients routinely make multi-million dollar decisions. These decisions have to be made in a rapidly changing environment with ever increasing complexity. We are proud to have successfully served the following types of institutional fiduciaries during these demanding times: Educational and charitable organizations, corporate and public benefit plans, health care and insurance institutions, multi-employer trusts, and substantial net worth families.

We strive to maintain an independent, unbiased approach to investment analysis and to offer our clients the most up-to-date research and procedures.

Our professionals understand the unique complexities and important distinctions between the spending needs of endowments, the accrued liabilities of public defined benefit plans, the appropriate LDI solutions for corporate defined benefit plans, the communication complexities of defined contribution plans, and the specialized risk parameters of reserve assets - whether they are health care trusts, insurance portfolios, or hospital reserve assets.

We believe our commitment to research and education is a distinguishing characteristic for Wurts & Associates. We invite you to browse the Knowledge Center of this website to learn more about how we work to empower our clients to achieve their investment objectives.