A complete list of active advisors currently associated with Best Investment Options, LLC

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The firm provides discretionary investment management to individuals (including high-net-worth clients) and trusts, advising across equities, mutual funds, exchange-traded funds, fixed income and options. Clients grant the firm discretionary authority and portfolios are tailored to each client’s objectives, risk tolerance and any reasonable investment restrictions; the firm does not impose an account minimum. The firm’s investment process draws on fundamental, technical, charting and economic analysis and, where appropriate, incorporates derivatives-based strategies. The brochure describes specific option tactics—including equity put purchases, sale of call options and option spreads—used to mitigate downside risk or enhance yield, alongside more conventional allocations to growth mutual funds or bonds for lower-risk and longer-horizon clients. What's distinctive is the explicit use of derivatives in separately managed accounts—options are a stated part of the firm’s risk-management and yield-enhancement toolkit, a practice the brochure notes is uncommon among peers. The managing member is also a licensed CPA who provides accounting, tax and bookkeeping services through affiliated entities (the brochure discloses approximately 150 hours/month on the CPA practice, about 20 hours/month on bookkeeping and about 12 hours/month serving as a municipal treasurer); the affiliation and separate compensation arrangements are disclosed and described as a potential conflict of interest with mitigation measures, and the firm manages a small number of accounts (eight clients) with roughly $857,123 in discretionary assets under management as of December 31, 2024.

To learn more about the advisors currently working at Best Investment Options, 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.