A complete list of active advisors currently associated with Armbruster Capital Management, Inc.

Warmer can help you find a great advisor at Armbruster Capital Management, Inc. or one who fits your needs even better.

Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, employer-sponsored retirement plans, trusts, charitable organizations, and other entities; the firm also acts as a sub-adviser for other registered investment advisers and broker/dealers. Financial planning is incorporated into client relationships without a separate fee, and account management is tailored to each client’s personal and tax circumstances. The firm pursues long-term, buy-and-hold portfolios implemented primarily with broadly diversified, index-based ETFs and mutual funds, and it supplements core exposures with quantitative factor tilts (size, value, momentum) and selected alternative investments — including real estate, commodities, currencies, and reinsurance — when appropriate for a client’s objectives. ACM rebalances to maintain target allocations, may accept in-kind transfers or hold individual bonds for tax or preference reasons, and provides regular written performance reports and client statements. Noteworthy distinctions include formal affiliations with other investment advisers (including participation in a referral program with another advisory firm and an active sub-advisory practice), which the firm discloses and says it manages by segregating operations and limiting information flow to address potential conflicts of interest. The firm also notes and documents the use of borrowing in client accounts in certain situations — for example, margin loans that can produce negative cash balances and affect billing — a practice that is less common among comparable team firms.

To learn more about the advisors currently working at Armbruster Capital Management, Inc., 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.