Weisert Investment Services, Inc. Email Format

Financial ServicesVirginia, United States2-10 Employees

Weisert Investment Services, Inc. is an investment advisory firm based in Virginia Beach, Virginia, offering risk-managed investment services aimed at wealth accumulation and preservation throughout retirement. The firm emphasizes a relationship of trust and seeks to help clients participate in favorable market movements while limiting losses during downturns. Its approach centers on selecting sectors with strong performance and capital preservation, with a preference for trending markets rather than pursuing rapid, large profits. The company has developed its own TIPS (Trending Investment Portfolio Strategy) models over more than two decades of research, and applies these models to individual retirement accounts, government employee TSP plans, and employer-sponsored retirement plans.

Founded as a self-employed, family business in the early 1990s, Weisert Investment Services operates within the financial services industry, providing advisory services to address retirement-related investment needs. The firm’s location and size are noted as a small, locally focused practice, reflecting its emphasis on client relationships and tailored, risk-aware portfolios. A recent development is its continued implementation of its TIPS models across various retirement vehicles, aligning investment strategies with retirement goals.

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