A complete list of active advisors currently associated with Analogous Investment Management Limited Liability Company

Warmer can help you find a great advisor at Analogous Investment Management Limited Liability Company or one who fits your needs even better.

Analogous Investment Management is a small, independent registered investment adviser that provides discretionary portfolio management primarily to individuals and high‑net‑worth clients, and offers analysis and recommendations for retirement rollovers. The firm focuses on managing portfolios composed of individual stocks and bonds, mutual funds and ETFs, and does not provide standalone financial, tax, or legal planning services. The adviser constructs customized allocations using modern portfolio theory and macroeconomic analysis, employing strategies such as passive indexing, buy‑and‑hold, and dollar‑cost averaging, with account reviews at least monthly. Client relationships are managed on a discretionary basis, and the firm may use third‑party goal‑tracking tools for portfolio design; it will not honor trading restrictions it believes are contrary to a client’s best interest. Noteworthy aspects include a concentrated client base and scale — about 14 clients and roughly $7.5 million in assets under management — and a general account minimum of $500,000, indicating a focus on larger accounts. The firm requires custody at a designated broker‑dealer (Charles Schwab), does not vote client proxies, and provides a written retirement‑rollover disclosure to address ERISA‑related conflicts.

To learn more about the advisors currently working at Analogous Investment Management Limited Liability Company, 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
Jeffrey Turner	Anchorage, AK	6

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