Investment Management

Code Waechter, LLC is a Registered Investment Advisor (RIA) through which we provide investment services.

  • As a Registered Investment Advisor (RIA), we operate under the fiduciary standard for all investment accounts that we manage for our clients.
  • With our RIA structure, we do not and cannot receive commissions for any investment products or investment accounts that we handle. We operate only under a fee-based model.  We believe this is the optimal platform to eliminate conflicts of interest.  Our only financial incentive is to make you (and keep you) a satisfied client.
  • We are transparent with our fee structure and all fees and costs within a client’s investment account.
  • We provide detailed portfolio analysis, investment recommendations, and performance reporting.