A complete list of active advisors currently associated with Andrews Capital Management Inc

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

Andrews Capital Management provides fee-only investment supervisory services and financial planning to individuals, trusts, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, periodic performance reporting, and standalone or segmented financial planning engagements. The adviser follows a long-term, diversified asset-allocation approach designed to limit turnover and manage after-tax outcomes, using individual stocks, no-load mutual funds, ETFs, bonds, REITs and cash instruments. Clients begin with an initial interview and data-gathering process to set goals and risk tolerance; accounts are custodied at a third-party custodian and clients receive quarterly reports and transaction statements. What is noteworthy is the firm’s inclusion of pension and profit-sharing plan clients alongside individual and trust clients, a client mix that is less common for firms of this size and structure. The firm is strictly fee-only (no commissions or outside compensation), recommends an institutional custodian for access to institutional services, and maintains policies such as a Code of Ethics, limited personal trading protocols, and an arbitration clause for disputes.

To learn more about the advisors currently working at Andrews Capital 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.