A complete list of active advisors currently associated with Archford Capital Strategies, LLC
Warmer can help you find a great advisor at Archford Capital Strategies, LLC or one who fits your needs even better.
Archford Capital Strategies serves individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations, and businesses, providing discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services. The firm also offers trustee‑related services and specialized client offerings such as a Market Participation Structured Product, a Legacy IRA® charitable distribution program, and Charitable Tracker accounts for 501(c)(3) organizations. Archford builds customized portfolios using a mix of independent managers, mutual funds, ETFs, individual debt and equity securities, REITs, options strategies, and proprietary concentrated models, generally with a long‑term, asset‑allocation approach informed by fundamental and technical analysis. It oversees third‑party managers, may implement model portfolios, and reviews held‑away assets and employer plan accounts using third‑party platforms and custodial relationships. Distinctive features disclosed in the brochure include multiple affiliated and white‑label arrangements: an affiliated accounting entity (Archford Accounting, LLC) and filing services, a white‑labeled trust administration partnership with Members Trust Company, and a solicitor relationship with Valmark Advisers, Inc. for fee‑based annuities; the firm also discloses an affiliation with 4J Technologies (Gifting Insider™) that supports charitable giving services and notes these relationships as potential conflicts with stated mitigation measures.
To learn more about the advisors currently working at Archford Capital Strategies, LLC, 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.
You can also browse Archford Capital Strategies, LLC's office locations.
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