New York / New York / United States
Founded in 1972, Wilkinson O Grady & Co. is an asset management company. The firm manages growth-oriented equity and fixed-income portfolios for wealthy individuals and families, trusts, businesses, charitable foundations, endowments and other institutions. Its equity holding companies include Terex, Cameco, Porsche AG, Foster Wheeler, United Healthcare Group and Schlumberger. The company diversifies its portfolios by companies, themes, geography and time. It has a service network with brokerage and banking intermediaries, economic consultants and market analysts throughout the world. It writes monthly investment commentary and reports portfolio results quarterly for its clients. Wilkinson O Grady is located in New York City.
