A complete list of active advisors currently associated with Andrews Investment Management

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

Andrews Investment Management provides discretionary, fee-based portfolio management primarily for individual clients, managing roughly $15 million across about 50 client accounts. Client assets are custodied at Charles Schwab & Co., which provides clearing, custody and execution services for the accounts. The firm emphasizes fundamental analysis and typically implements portfolios using exchange-traded funds, while also recommending mutual funds, over‑the‑counter and foreign securities, corporate debt, certificates of deposit, U.S. government securities and options as appropriate to client objectives. Accounts are monitored on a regular basis and the firm operates under an investment advisory agreement that grants it discretion to place trades and adjust holdings without prior client consent. Notable distinctions in the brochure include disclosure that the adviser may effect transactions that incur commissions and has authority to determine broker/dealer selection and commission rates, while stating it will not charge premiums beyond costs imposed by the custodian — a combination that is uncommon among similarly sized independent, single-advisor firms. The firm also documents personal trading policies under a Code of Ethics, accepts responsibility for proxy voting, and uses less‑common instruments such as OTC securities and options for a firm of its scale.

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