A complete list of active advisors currently associated with Big Investment Services
Warmer can help you find a great advisor at Big Investment Services or one who fits your needs even better.
Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, charitable organizations, and corporations. The firm’s planning services cover retirement, tax and estate planning, risk management, business planning, and other areas that feed into individualized investment recommendations. The firm manages roughly $425 million across about 617 client relationships with four advisors and constructs portfolios based on client investment policy statements and risk tolerances. It pursues a tactical index investment approach, combining index mutual funds and ETFs with select individual equities and applying fundamental, technical, and cyclical analysis to make tactical adjustments within target allocations. Distinctive features include sponsorship of a wrap‑fee program that bundles advisory services with most transaction costs, a structure that is uncommon among peers of its size. The firm also engages a third‑party service to monitor and file securities class‑action claims on clients’ behalf (clients may opt out), a service not universally offered by similar advisers.
To learn more about the advisors currently working at Big Investment Services, 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 |
|---|---|---|
Dover, DE
| 1
| |
Dover, DE
| 26
| |
Dover, DE
| 5
| |
Dover, DE
| 2
|
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