Advisor at Sylamore Investments LLC
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Location
Mountain View, AR 72560
Credentials
CFA®, Series 66
Industry experience
26 years
Whitman Fowlkes is a CFA charterholder and holds the Series 66 designation, with 26 years of industry experience. He has worked at Sylamore Investments LLC since 2016 and previously at Crews & Associates, Inc. and First Security Bank from 2005 to 2016. Outside of his advisory role, he is a co-member manager of Case Commons LLC, a real estate development focused on creating lots for new construction in Mountain View, Arkansas. Sylamore Investments LLC is an independent firm providing fee-only, discretionary investment management to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and small businesses. The firm emphasizes fundamental analysis and a long-term total-return approach with a focus on tax efficiency and regular client communication.
$0 - $1,000,000: 0.75% $1,000,000+: 0.50%
Account minimum: $200,000 (may be negotiable based upon certain circumstances) Fee-only: Fee-only, discretionary investment management services based on assets under management.
107 West Washington St
Mountain View, AR 72560
Arkansas
Sylamore Investments LLC
2016 - Present (10 years)
Crews & Associates, Inc.
2005 - 2016 (11 years)
First Security Bank
2005 - 2016 (11 years)
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Series 63, Series 66
Mountain View, AR
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