WCTI Partners, Inc. is a newly promoted investment adviser firm based in Philadelphia, PA since 2016. WCTI Partners, Inc. focuses on crafting custom-designed investment strategies for Private Equity & Venture Capital funds and investment firms to meet their risk tolerance, expected returns on investments, time horizons and overall objectives within a combination of income and growth-oriented investments.
Our team is composed by seasoned experts who have been entrepreneurs and executives with a proven expertise, knowledge and insights in their key area and more specifically in private equity and venture capital. We provide our clients with investment advices on different investments such as open & closed-end funds, Exchange Traded Funds (ETF), convertible and preferred securities issued by startup and early-stage companies, and management consulting services.
WCTI Partners, Inc. provides services such as financial and transaction advisories that respectively consist of assisting our clients in business due diligence and company valuation on both buy-side and sell-side. We also provide private equity & venture capital funds with investment management consulting services, deal flow management outsourcing, mergers & acquisitions and private equity & venture capital services. WCTI Partners, Inc. is registered with FINRA/SEC.
WCTI Partners, Inc. evolves in various professional and business sectors in accordance to services provided: Asset Management to private equity & venture capital funds, hedge funds, business development companies, SBIC and any registered investment companies and Technology Companies involved in Global Innovtation, Medtech, Cleantech, Greentech and Venture Philanthropy.
Corporate responsibility policy
Since 2014 WCTI Partners, Inc. has been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labour, the environment and anti-corruption. WCTI Partners, Inc. has recently adopted a code of ethics and conduct that applies to all directors, partners, officers and employees of the corporation.
DISCLAIMER : WCTI PARTNERS INC. is registered with FINRA/SEC located in Philadelphia, PA. WCTI PARTNERS INC. and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which WCTI PARTNERS INC. maintains clients. WCTI PARTNERS INC. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WCTI PARTNERS INC.'s web site is limited to the dissemination of general information regarding its investment advisory services, together with access to additional investment-related information, publications, and links, to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of WCTI PARTNERS INC.'s website on the Internet should not be construed by any consumer and/or prospective client as WCTI PARTNERS INC.'s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from WCTI PARTNERS INC. Any subsequent, direct communication by WCTI PARTNERS INC. with a client or prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WCTI PARTNERS INC., please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of WCTI PARTNERS INC.'s current written disclosure statement discussing WCTI PARTNERS INC.'s business operations, services, and fees is available from WCTI PARTNERS INC. upon written request. WCTI PARTNERS INC. does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WCTI PARTNERS INC.'s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WCTI PARTNERS INC.) will be profitable or equal any historical performance levels. Portions of WCTI PARTNERS INC.’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WCTI PARTNERS INC. (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WCTI PARTNERS INC., or from any other investment professional. WCTI PARTNERS INC. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he will experience a certain level of results if WCTI PARTNERS INC. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of WCTI PARTNERS INC. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.