A complete list of active advisors currently associated with 46 and 2 Investment Advisors, LLC

Warmer can help you find a great advisor at 46 and 2 Investment Advisors, LLC or one who fits your needs even better.

46 and 2 Investment Advisors, LLC is an independent, single‑advisor investment advisory firm that provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. Services include creation of client‑specific Investment Policy Statements and management across mutual funds, equities, fixed income, ETFs (including precious‑metal sector ETFs) and real estate funds, with both discretionary and non‑discretionary account options. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading strategy, tailoring asset allocation, risk tolerance and security selection to each client’s documented objectives and time horizon. Portfolios are monitored regularly, with at least monthly reviews by the sole adviser and periodic reporting delivered through the custodian. Distinctive features include a relatively small client base—roughly 37 accounts—managing about $52 million in assets and a stated account minimum of $500,000 (waivable), implying a higher average account size than many peers. The firm requires clients to use its recommended custodian (it recommends Charles Schwab), may receive broker‑provided research or other soft‑dollar benefits, and maintains an affiliated tax‑preparation business whose use is optional but could present a potential conflict of interest.

To learn more about the advisors currently working at 46 and 2 Investment Advisors, 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
William Stone	Traverse City, MI	17

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