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 serves individuals, high‑net‑worth clients, families, trusts, estates, retirement plans, corporations and charitable organizations. The firm offers discretionary investment management, retirement plan advisory and ERISA fiduciary services, financial consulting, and research/sub‑advisory services to other financial firms. The firm’s investment process is primarily long‑term and commonly places clients into either a Balanced strategy (equities, diversified funds and fixed income) or a Fixed Income strategy (individual bonds and fixed‑income funds). Portfolio construction combines a computerized quantitative screening process (described in the brochure as four value and four growth factors) with sector‑focused fundamental analysis and tailored fixed‑income selection to align allocations with client goals and tax considerations. Noteworthy for a compact, multi‑advisor team, the firm manages roughly $241.6 million across about 239 client accounts and blends seasoned portfolio managers with newer analysts. It also serves as an ERISA fiduciary for retirement plans and provides sub‑advisory/research services to other firms, and discloses institutional relationships with major custodians (Fidelity and Schwab) that provide technology and support—an item clients may consider when evaluating potential conflicts of interest.

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.