A complete list of active advisors currently associated with Biondo Investment Advisors LLC

Warmer can help you find a great advisor at Biondo Investment Advisors LLC or one who fits your needs even better.

Biondo Investment Advisors provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients) and a range of institutional clients. Services include discretionary portfolio management through wrap fee programs, non‑discretionary/advisory relationships, and two levels of financial planning — “Foundation” and a higher‑touch “360” service (the latter reserved for clients with a minimum net worth of $2.5 million or $1 million of investable assets). The firm’s investment process emphasizes stock selection for growth across the capitalization spectrum using fundamental analysis (management quality, product strength, R&D) supplemented by technical analysis and third‑party research; suitability and risk profiling are integrated using Nitrogen (formerly Riskalyze). Portfolios are managed primarily on a discretionary basis across a multi‑disciplinary platform of internally developed equity and ETF strategies (Growth, Focus, Dividend, International, Sector Opportunities, and Fixed), and may employ options, limited leverage and margin where appropriate. Compared with many multi‑team peers, Biondo also acts as adviser to a proprietary mutual fund (The Biondo Focus Fund) and discloses providing portfolio management to investment companies, while serving institutional plan sponsors and entities such as pension and endowment clients; its disclosed investable universe explicitly includes municipal securities. The brochure also notes the firm’s affiliation with an insurance affiliate, which it identifies as a potential conflict that it manages through disclosure and policies.

To learn more about the advisors currently working at Biondo Investment Advisors 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.