A complete list of active advisors currently associated with Analytics Investment Advisors
Warmer can help you find a great advisor at Analytics Investment Advisors or one who fits your needs even better.
Analytics Investment Advisors is an independent registered investment adviser that provides discretionary portfolio management primarily for individual and high‑net‑worth clients, using ETFs as the primary investment vehicle while also recommending other securities when appropriate. The firm also provides advice regarding retirement plan accounts and individual retirement accounts and serves as a fiduciary under ERISA/IRC when advising retirement investors. The adviser customizes portfolios by assessing each client’s risk tolerance and employs charting, fundamental and technical analysis to inform allocations; implementation can include long‑ and short‑term purchases, option writing, margin transactions and stop/limit orders. Accounts are reviewed at least monthly, clients are contacted semi‑annually with annual in‑person reviews available, and custody and trade execution are handled through national custodians to support reporting and access to market execution. Notably, the firm offers performance‑based compensation arrangements for qualified clients and currently has one client subject to a partial performance fee tied to exceeding an agreed benchmark, a practice that is uncommon among similar independent advisers. The firm also manages roughly $22.4 million in client assets for a very small client roster entirely on a discretionary basis and maintains trading policies and a Code of Ethics to address conflicts related to personal trading and side‑by‑side fee arrangements.
To learn more about the advisors currently working at Analytics Investment Advisors, 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 |
|---|---|---|
Excelsior, MN
| 10
|
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