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.

The firm provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), families, trusts, estates, retirement plans, corporations, and charitable organizations. It also offers retirement plan consulting and advisory services, standalone financial consulting, and research and sub‑advisory services to other financial firms; the advisor manages roughly $242 million for about 239 clients and is supported by a four‑person adviser team. Portfolios are built from firm model portfolios or customized allocations, generally following either a balanced approach (equities, funds, and fixed income) or a fixed‑income only strategy, with a long‑term orientation while permitting tactical trades as warranted. The investment process combines a computerized quantitative screen (four key value and four key growth factors) with sector‑level fundamental analysis, and the firm may employ individual securities, mutual funds, ETFs, REITs, MLPs and hedging strategies where appropriate. Distinctive aspects include formal retirement‑plan fiduciary services (ERISA 3(21) oversight, IPS design, participant education tracking and 404(c) assistance) and the provision of research and sub‑advisory services to other firms, which are less common for peers of this size. The firm notes that an administrative registration lapse was self‑reported and corrected, and its advisory team includes multiple CFA charterholders and long‑tenured portfolio management experience.

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.