A complete list of active advisors currently associated with 1620 Investment Advisors, Inc.

Warmer can help you find a great advisor at 1620 Investment Advisors, Inc. or one who fits your needs even better.

1620 Investment Advisors manages roughly $241.6 million for about 239 clients and provides discretionary investment management, financial consulting, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, corporations and charitable organizations. The firm also acts in ERISA fiduciary roles for retirement plans, offering services such as investment policy design, vendor analysis, participant education and 3(21) investment oversight. The firm’s investment process blends quantitative screening (a computerized step that applies four key value and four key growth factors) with fundamental and technical analysis to construct model or customized portfolios and generally emphasizes a long‑term orientation while permitting tactical reallocations. Clients are typically placed into either Balanced Accounts (equities, mutual funds/ETFs and fixed income) or Fixed Income Accounts (individual fixed‑income securities or funds), and portfolios may include alternatives such as REITs, MLPs, non‑traded REITs and hedging strategies when deemed appropriate. Noteworthy features relative to peers include a compact, multi‑adviser team managing over $240 million and the firm’s provision of research and sub‑advisory services to other financial firms in addition to direct client work. The brochure also discloses that the firm self‑reported and corrected a past registration lapse and maintains institutional relationships with custodians that provide software, trading support and research credits — arrangements the firm identifies as economic benefits associated with those custodial relationships.

To learn more about the advisors currently working at 1620 Investment Advisors, Inc., 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.