LP Directory

WMS Partners is a multi-family office and wealth management firm based in Towson, Maryland. The firm provides comprehensive family office and financial advisory services to individuals and families with substantial wealth. They work proactively with service providers, including accountants, attorneys, consultants, insurance professionals and philanthropic advisors. At WMS, we have 25 years of experience helping families navigate the complexities of their wealth through sophisticated planning and investing. We employ an open approach, partnering with our clients' accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers.

Expert Advice. Exceptional Care. Enduring Peace of Mind.™

Employees Retirement System of Baltimore County's investment portfolio is valued at $3.4 billion as of November 19, 2024, with investments in real estate, risk parity, private equity, real assets, and natural resources. Investments in private equity include buyouts, mezzanine, private equity growth expansion, distressed debt, secondaries, and venture capital fund strategies diversified geographically across the globe except for Africa and the Middle East. The plan's investments are governed by the executive management team, with Mr. Robert Burros serving as Investment Administrator.

Partnership Wealth Management is a wealth manager based in Towson, US. Founded in 2005. Reported AUM: $173M.

Bolton helps administer retirement plans while protecting against litigation and navigating the complex challenges therein.