Armada Advisors

Armada Advisors works with individual and corporate clients, providing both discretionary and non‑discretionary portfolio management, corporate retirement plan consulting, comprehensive financial planning, real estate advisory, and trustee services. The firm places clients’ liquid assets with third‑party custodians and does not act as a custodian itself.

The firm uses a bottom‑up, value‑biased investment approach and employs proprietary relative‑valuation and earnings‑momentum models to evaluate equities, emphasizing low turnover to limit tax consequences. Portfolios are tailored to client time horizons and goals, with a preference for individual bonds held to maturity over bond mutual funds and limited direct foreign security purchases (often using ADRs or external managers for international exposure).

Noteworthy for a two‑advisor practice, Armada manages a relatively large pool of assets while offering trustee services and complimentary periodic reviews of clients’ real estate holdings using publicly available property appraisal data (the firm is not a licensed real estate broker). The firm also provides a broad menu of retirement plan design and consulting services, continues to service legacy insurance policies after exiting new insurance sales, and its principal brings extended wirehouse wealth‑management experience plus specialized retirement planning credentials and outside business interests.