A complete list of active advisors currently associated with Anthony J. Mancini, I.A.

Warmer can help you find a great advisor at Anthony J. Mancini, I.A. or one who fits your needs even better.

Anthony J. Mancini, I.A. provides investment supervisory services primarily to individual clients (more than 75% of its client base) and also works with pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm reports a small client base and manages accounts on a discretionary basis while also maintaining an insurance license to offer life and health insurance products to advisory clients. The firm uses a mix of analytical methods — including charting, fundamental, technical and cyclical analysis — and reviews portfolios monthly to monitor objectives and account activity. Accounts are custodied at Fidelity and the advisor uses Advent portfolio software for account reporting and portfolio accounting; clients can choose fee arrangements billed as asset-based fees, fixed fees, or hourly charges. Compared with most independent solo advisers, the firm’s use of commissions and brokerage referral arrangements is notable; the brochure discloses customary commissions, directed brokerage to referring brokers, and that Fidelity provides substantial Advent maintenance support. The combination of a very small practice (roughly 10 clients and $6 million in assets), discretionary management, insurance licensing, and these brokerage/software relationships is atypical among peers.

To learn more about the advisors currently working at Anthony J. Mancini, I.A., 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.