A complete list of active advisors currently associated with Analytic Investment Management LLC

Warmer can help you find a great advisor at Analytic Investment Management LLC or one who fits your needs even better.

Analytic Investment Management LLC provides fee-based wealth management and discretionary portfolio management to high‑net‑worth individuals and institutional clients, delivering separately managed accounts alongside consulting services such as retirement planning, college funding review and stock option analysis. Clients engage under asset‑based management arrangements for portfolio services and pay‑as‑you‑go billing for limited-scope consulting engagements. The firm’s investment process is driven by proprietary, algorithmic “Capital Investment Technologies,” which include modules intended to detect broad market downturns and move assets defensively, identify undervalued securities via quantitative screens, and redeploy capital through active trading across equities, ETFs/ETNs and certain leveraged or volatility-related instruments. Portfolios are managed via rules‑based models with discretionary trading, aggregated trade execution and use of an exchange‑direct broker that supports daily account valuation and trade reporting; the firm also offers a performance‑based fee option for qualified clients. Analytic is small and concentrated—managing a modest pool of client assets for a limited number of relationships—and, unlike many peers, it does not report serving non‑high‑net‑worth individual clients. The firm discloses that advisory personnel hold insurance licenses and may sell insurance outside the advisory engagement (a potential conflict disclosed in the brochure), maintains strict personal‑trading restrictions, and does not accept custody of client assets, which remain with third‑party custodians.

To learn more about the advisors currently working at Analytic Investment Management 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.