A complete list of active advisors currently associated with 1102 Partners, LLC

Warmer can help you find a great advisor at 1102 Partners, LLC or one who fits your needs even better.

1102 Partners provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts and estates, offering portfolio management, financial planning, and family-office–style support that includes estate, tax, philanthropy, and cash‑flow guidance. The firm typically builds portfolios using low-cost diversified mutual funds and ETFs and also employs equities, fixed income, options, alternative investments and internally managed equity strategies when appropriate. The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, with asset-allocation strategies tailored to each client’s goals and risk tolerance and ongoing monitoring and rebalancing. Management can be discretionary or non‑discretionary, and the firm may allocate portions of client assets to concentrated, internally managed equity approaches — including a Special Situations micro‑cap strategy and quality dividend‑growth positions — when these align with client objectives and risk profiles. Distinctive features include the firm’s origin as a family office and the extension of similar family‑office services to outside clients without an extra service fee, as well as its willingness to offer highly concentrated and customized micro‑cap strategies that carry higher minimums and, in limited cases, are managed on a non‑discretionary basis. The firm maintains an institutional custodian relationship that provides technology and research benefits to the adviser, a relationship the firm discloses as a potential conflict of interest in custodian selection.

To learn more about the advisors currently working at 1102 Partners, 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.