A complete list of active advisors currently associated with Arcadia Investment Management Corp

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

Arcadia Investment Management Corporation provides continuous portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages accounts on a discretionary or non-discretionary basis, charges advisory fees based on assets under management, and provides retirement-account advice while acknowledging ERISA fiduciary responsibilities. Investment decisions are informed by a mix of fundamental, technical and cyclical analysis to develop individualized investment policies, with portfolios reviewed regularly to reflect objectives, time horizons and tax considerations. Tactical tools the firm may use include long- and short-term positions, trading, margin transactions and option strategies (including covered calls and spreading) when appropriate to client goals. Arcadia manages roughly $692.8 million in discretionary assets while operating with a small leadership group, giving it an unusually high assets-per-advisor ratio compared with many team firms. The firm, founded in 1987 and owned by three shareholders (two holding 25% or more), also acts as trustee on a subset of client accounts (40 accounts totaling about $80.0 million) and subjects those custodial relationships to annual surprise examinations.

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