Wetherly Capital Group, LLC, together with its wholly owned subsidiary broker-dealer, DAV/Wetherly Financial, L.P.* (collectively, “Wetherly”), is a boutique investment banking and consulting firm specializing in identifying best in class investment teams and matching them with the right pension funds and other institutional partners. Wetherly works closely with pension funds and other institutional investors throughout the United States. Our rolodex includes a diverse array of city, county and state pension funds; local and state teacher plans; corporate funds; endowments; foundations; and Taft-Hartley union trust funds.
*DAV/Wetherly Financial L.P. is a registered broker/dealer, member FINRA and SIPC.
Offers of securities or investment advisory services may be made only pursuant to appropriate offering or other disclosure documents, and only after prospective investors have had the opportunity to discuss all matters concerning the prospective investment or engagement with their adviser, the issuers of the securities or DAV/Wetherly Financial, L.P.