A complete list of active advisors currently associated with 1 Timothy 6 V 7 LLC
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1 Timothy 6 V 7, LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, and also offers retirement plan consulting and financial planning. The firm serves foundations, corporations, plan sponsors and similar entities rather than maintaining a large roster of individual retail clients. The firm’s investment approach blends active and passive strategies and seeks risk-adjusted, tax-aware allocations using qualitative, quantitative and technical analysis, including relative-strength metrics; it may employ options, short sales and margin when appropriate. Timothy provides both discretionary and non‑discretionary portfolio management and offers standalone planning and consulting engagements that can be billed on an hourly or fixed basis. Noteworthy distinctions include acting as sponsor of a wrap fee program—an uncommon feature for firms in this category—and serving as the managing member of a private investment fund that charges incentive allocations, which results in custody responsibilities and independent audit and surprise-exam requirements. The firm is small and centralized in oversight, with a single principal supervising advisory activities and relying on an institutional custodian relationship that bundles execution, custody, and operational services.
To learn more about the advisors currently working at 1 Timothy 6 V 7 LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Longview, TX
| 4
|
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