The Launch: Willett Investment Partners

A Resource for Family Office & High Net Worth Individuals

I could not be more excited to announce the launch of Willett Investment Partners. The firm provides outside idea generation for Family Office (FO) & high net worth individuals (HNWI). They say every great business starts with solving problems - WIP’s founding story is no different.

Throughout my investment career I have encountered a myriad of FO’s and HNWI with the majority running multiple businesses and some having sold businesses and are in a phase where they simply want to enjoy the fruits of their labor by traveling and enjoying their families.

It goes without saying that the last thing many of these people want to do is read 10K’s and deal with studying the dynamics of idiosyncratic investment opportunities. This is where we step in. Our firm takes the need for individual company research off your plate entirely.

The service we provide is predicated on transferring the conviction we have earned through laborious bottoms up research to you, the client. Through that process clients will receive written investment thesis’s, maintenance research on a go forward basis on all ideas, periodic letters on where and how we are thinking about current market opportunities, and quarterly group calls where we discuss our current book and answer any/all client questions.

As a part of the product, we are also going to be inviting clients to join us annually for an investment conference that we attend together, paid for as a piece of the annual compensation to the firm.

An example of a conference we would attend is the Graham Conference in Toronto Canada.

Below you will find an example blurb of one of our foundations letters that went out to clients last month.

If this is a service you are interesting in learning more about, please email us at info.willettinvestementpartners@gmail.com