A complete list of active advisors currently associated with Afrobloc

Warmer can help you find a great advisor at Afrobloc or one who fits your needs even better.

AfroBloc is a fee‑only, registered investment adviser that provides discretionary investment management, ongoing and project‑based financial planning, and educational seminars or speaking engagements to individuals (including high‑net‑worth individuals), charitable organizations, and businesses. The firm operates as a single‑advisor practice with a small client base and modest assets under management, and it discloses it may recommend outside professionals when needed. Its investment process emphasizes asset allocation and a blend of passive and active strategies, drawing on fundamental, technical, cyclical, and charting analysis as well as Modern Portfolio Theory; the firm also offers socially conscious (ESG) options when requested. Clients establish objectives and risk tolerance up front, may impose reasonable written restrictions, and those engaged for investment management receive ongoing financial planning at no additional cost. Noteworthy distinctions include a formal educational program — seminars for groups and speaking engagements — and a recently added YouTube presence, services the brochure highlights as part of its public outreach and that are relatively uncommon among independent advisers. The firm’s brochure also discloses that its stated investment management fees exceed industry norms and that it requires use of a specified custodian, factors prospective clients may want to consider given the firm’s small scale.

To learn more about the advisors currently working at Afrobloc, 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.