Born out of a successful registered investment advisory founded in 1965, WFS Funds represents the institutional side of what Warren Financial Service has been doing for nearly 50 years – providing quality financial services for institutional investors.

In September 2010, WFS Funds launched two institutional products geared towards pensions, endowments, foundations, trusts and family offices.

Because we have the backbone and infrastructure in place from our parent Warren Financial Service, we are able to provide an array of investment services, not just investment products.