Wabash Capital, Inc.

Wabash Capital, Inc. is a Registered Investment Adviser established in 1997, specializing in fee-only investment management services. The firm manages discretionary investment portfolios for various clients, including individuals, trusts, corporations, pensions, and 401(k) plans. Wabash Capital's investment strategy focuses on long-term investment approaches, utilizing individual stocks, bonds, ETFs, and mutual funds. The firm employs fundamental research and a top-down approach to construct risk-based portfolios tailored to each client's investment objectives and risk profile. For non-401(k) accounts, fees are based on a percentage of assets under management, ranging from 1.50% to 0.25%, with no minimum fee. The firm does not accept performance-based fees and does not receive compensation from fund companies or brokerage firms. Wabash Capital exercises investment discretion for most client accounts, allowing them to buy and sell securities without prior client approval. The firm emphasizes ethical conduct, with a code of ethics that prioritizes client interests and prohibits conflicts of interest. Wabash Capital does not have custody of client assets, which are held by an independent custodian. The firm conducts regular reviews of client accounts and provides detailed quarterly statements and annual performance reports. Clients have the option to direct certain investments with a signed letter of direction. The firm's officers have no disciplinary history and are dedicated to acting in the best interests of clients. For more information, visit www.wabashcapital.com.