A complete list of active advisors currently associated with Bayesian Investment Management

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

Bayesian Investment Management is an independent advisory firm that serves individuals, high‑net‑worth clients, small businesses and employer‑sponsored retirement plans, managing $8.35 million across 26 client relationships. The firm manages separate portfolios of publicly traded securities, including individual stocks, ETFs and mutual funds, and explicitly offers advisory services to retirement plans such as 401(k)s. The firm uses technical and cyclical analysis and implements a mix of long‑term, short‑term and trading strategies, adjusting positions based on client objectives and market conditions. Accounts are handled on both discretionary and non‑discretionary bases — as of December 31, 2025 the adviser reported $3.65 million in discretionary assets and $4.7 million in non‑discretionary assets — and clients complete an investor profile questionnaire and may impose written restrictions on trading. Noteworthy for a solo independent adviser, a majority of the firm’s AUM is held in non‑discretionary accounts and the firm also provides plan‑level advisory services to pension/profit‑sharing arrangements, activities that are less common among peers. The firm recommends Charles Schwab for custody, typically aggregates trades across client accounts, does not accept proxy‑voting responsibility, and issues quarterly written investment reviews while clients receive monthly custodian statements.

To learn more about the advisors currently working at Bayesian Investment Management, 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.