A complete list of active advisors currently associated with Aydt Investment Management, Inc.

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

Aydt Investment Management, Inc. provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm charges asset‑based advisory fees and implements portfolios using exchange‑traded funds, no‑load mutual funds, common stocks, bonds, and other publicly available securities. The firm follows an asset‑allocation approach and typically manages client accounts on a discretionary basis, with periodic reviews to align portfolios with clients’ objectives and risk tolerances. It also manages a small pooled investment vehicle — an investment club — on a non‑discretionary basis and offers separate, fee‑based financial planning engagements when clients need more comprehensive advice. The firm’s principal also operates a part‑time tax accounting practice (CPA) and the two practices occasionally refer clients to one another without a formal referral or compensation arrangement. The combination of CPA/CFP credentials, service to a pooled investment club, and work with charitable organization clients is relatively uncommon among similar solo independent advisers and shapes the firm’s cross‑disciplinary service offering.

To learn more about the advisors currently working at Aydt Investment 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.