Our Firm
Weber Asset Management specializes in putting together custom-crafted portfolios of Fidelity mutual funds for investors like you. Our goal is to deliver superior risk-adjusted returns over the long term.
With approximately $250 million in investable assets under its oversight, it’s easy to see that Weber Asset Management thinks big. But the people who know Weber Asset Management best – its long term clients – will tell you the company’s ability to think small is perhaps its greatest asset.
Combining the investment strategies of some of the top minds in mutual funds today with a commitment to providing personal attention, the company offers a perfect mix of personal service and excellent investment expertise.
“We’ve never forgotten where we’ve come from,” says president Ken Weber. “We value the investors who have helped us build our company. And we work tirelessly to ensure they get the information and service they need to make prudent decisions based on their goals.”
Working primarily with Fidelity Investments, the professionals at Weber Asset Management develop customized portfolio management strategies. Over the last decade, they’ve done so while building personal relationships with generations of families across the United States.