A complete list of active advisors currently associated with Bill Messner Contrarian Investment Advisory, LLC

Warmer can help you find a great advisor at Bill Messner Contrarian Investment Advisory, LLC or one who fits your needs even better.

Bill Messner Contrarian Investment Advisory, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and state or municipal entities, and also accepts pension and profit-sharing plan clients. Advisory services routinely cover goal setting, cash flow and tax planning, insurance review, retirement and estate planning, education funding, and implementation of investment recommendations. The firm follows a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as the core and selectively adding active funds or strategies as satellites, documented in a written investment policy statement and often implemented on a discretionary basis. Portfolios may include a broad range of instruments — including leveraged and inverse ETFs, options, margin, and other complex products that require active monitoring — and the firm offers discretionary management options for employer retirement plans with separate log‑ins when available. Compared with many independent advisors, the firm’s brochure discloses several uncommon features: it provides portfolio management to institutional clients and offers pension consulting and employer retirement-plan management, and it reports state or municipal clients. The brochure also contains a disciplinary disclosure: a December 7, 2018 consent agreement with the Pennsylvania Department of Banking and Securities concerning a failure to file a GAAP balance sheet, resulting in a $10,000 administrative assessment, which the firm discloses to prospective clients.

To learn more about the advisors currently working at Bill Messner Contrarian Investment Advisory, 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.