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.
B.I.G. Investment Services provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, retirement plans, and business clients. Services include continuous, tailored portfolio management and written financial plans addressing areas such as business planning, retirement and distribution strategies, tax planning, estate planning, insurance review, cash flow and debt management, and college savings. The firm primarily employs a tactical index investment approach, constructing portfolios of index mutual funds and ETFs alongside select individual equities and adjusting allocations based on market conditions. Investment decisions are informed by fundamental, technical, and cyclical analysis and are implemented within client‑specific investment policy statements on a discretionary basis. Noteworthy aspects include that B.I.G. sponsors a wrap fee program, an arrangement that is uncommon among comparable team advisors, and it uses a third‑party provider (Chicago Clearing Corporation) to monitor and file class‑action claims on clients’ behalf (the provider retains a portion of recoveries). The firm states it receives compensation directly from clients rather than product‑based payments, and its principal holds insurance licenses but does not engage in product sales with clients.
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
| 0
| |
Dover, DE
| 25
| |
Dover, DE
| 4
| |
Dover, DE
| 1
|
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