Wolverine Investments in Westport, CT

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Wolverine Investments
Westport, CT

Our Mission

Wolverine’s mission throughout our thirty-year history has remained constant – delivering superior risk-adjusted returns, and protecting the principal our clients have spent a lifetime accumulating.

One of our goals is for clients to share with us the idea of what our firm stands for. Years ago, family crests and shields were commonly devised to help portray a family’s special characteristics. In depicting our mission and value proposition, we have also adopted images that capture the key attributes of our business model and investment style. The predominance of the color gold in and around the shield represents our longstanding devotion to the use of convertible securities in our portfolio structuring; while the interlaced gold stripes over a white backdrop within the shield depicts the systematic use of call option overwriting, as a way of enhancing the returns of our portfolios; The color blue signifies loyalty - to our clients and to their financial well-being; the "W" is a tribute to as well as a constant reminder of our founder, Warren H. Bree; A true master of its environment, the wolverine embodies our voracious appetite to absorb new ideas - to never accept the status quo - and to continually improve our approach to investing. The rear-facing head connotes our inherent defensiveness and prudence toward the markets.

Our slogan reinforces our core competencies and helps to solidify our image to the intended investor audience. The emphasis on "Yield-Enhanced Strategies" recognizes that our unique money management firm will never be all things to all investors.


We strongly believe that adherence to our clients' investment objectives and proper execution on our strengths is the path toward mastery, the essence of our ultimate success.

At the genesis of our firm, the wolverine was selected in large part because we identified in ourselves many of this creature’s uncommon but natural qualities:

“Strength and Stability” – financial soundness, longevity of our business, and loyalty to our founding investment principles and client-driven tenets.

“Intelligence” – tenacious research and expert execution of our unique and proprietary yield-enhanced strategies.

“Fearlessness” – never deviating from our stated investment discipline and style, regardless of the incessant challenges presented to us by the financial markets.

“Voracity” – maintaining our limitless appetite for embracing and absorbing new ideas, and continually improving upon our core competencies.


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