A complete list of active advisors currently associated with Armor Investment Advisors, LLC
Warmer can help you find a great advisor at Armor Investment Advisors, LLC or one who fits your needs even better.
Armor Investment Advisors provides comprehensive financial planning, discretionary investment management, and investment consulting to individuals, high‑net‑worth families, foundations, and corporate retirement plans. The firm works with clients on estate and wealth preservation matters as well as pooled and institutional accounts, and offers participant‑directed retirement plan consulting alongside its individual wealth services. Armor applies a team‑based fiduciary process that integrates ongoing Risk Assessments and Action Plans into portfolio construction, documenting objectives in Client Investment Policy Statements. Investment implementation uses a multi‑asset, core‑satellite approach informed by top‑down economic cycle analysis and five market pillars (valuation, momentum, technicals, sentiment, and flows), with regular monitoring and quarterly reporting. Distinctive features include a focus on educating plan fiduciaries and plan participants—Armor explicitly provides fiduciary education and, upon request, can accept heightened ERISA 3(38) discretionary responsibility for retirement plans. The advisory team is composed of credentialed planners who combine planning and investment management at no additional fee and make use of custodian‑provided educational and networking resources as part of their operational model.
To learn more about the advisors currently working at Armor Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 6
| |
Raleigh, NC
| 12
| |
Raleigh, NC
| 18
| |
Raleigh, NC
| 12
|
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