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 provides discretionary investment management primarily to individual and high‑net‑worth clients, offering portfolio construction and ongoing asset management as well as advice on retirement rollovers. The firm implements portfolios made up of individual stocks and bonds, mutual funds, and exchange‑traded funds and provides access to third‑party goal‑tracking tools, while not offering standalone financial, tax, or legal planning. Investment decisions are guided by macroeconomic analysis and modern portfolio theory and commonly use buy‑and‑hold, passive, and dollar‑cost averaging strategies, with accounts reviewed and rebalanced based on client objectives and needs. The adviser operates with ongoing discretionary authority, delivers quarterly performance reports, and follows ERISA fiduciary procedures and written disclosures when making retirement rollover recommendations. Compared with many peers, the firm manages a relatively small set of relationships—about $7.55 million in discretionary assets across 14 client accounts—and generally does not accept accounts under $500,000, indicating a focus on larger client accounts. The firm also requires custody with a single chosen custodian (Charles Schwab) and does not permit directed brokerage, a restrictive operational policy that may be material to prospective clients.

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.