A complete list of active advisors currently associated with Andorra Investment Management, Inc.

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

Andorra Investment Management is a small, fee-only independent advisory firm that provides personalized investment management and financial planning to individuals, trusts, estates, foundations, endowments, pension and profit‑sharing plans, retirement plans, and small businesses. As of December 31, 2025 the firm reported managing about $22 million for roughly 30–32 clients and generally manages client accounts on a discretionary basis while also offering fixed‑fee retainer engagements when appropriate. Portfolios are constructed around a strategic asset allocation framework that uses passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual equities when opportunities arise, with global diversification and limited use of margin or short sales. Client relationships are documented with written investment policy statements, periodic quarterly reviews and other written communications, and trades are executed under a limited power of attorney through Charles Schwab as custodian. Distinctively for a solo independent adviser, the firm also provides portfolio management for institutional clients and offers pension consulting in addition to individual wealth management, services that are less common among peers. The adviser’s background includes prior institutional investment committee experience overseeing large plan assets, and the firm maintains a business‑continuity agreement with another advisory firm to support clients if the sole advisor becomes unavailable.

To learn more about the advisors currently working at Andorra Investment Management, Inc., 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.