A complete list of active advisors currently associated with Borer Denton & Associates, Inc.
Warmer can help you find a great advisor at Borer Denton & Associates, Inc. or one who fits your needs even better.
Borer Denton & Associates, Inc. is an SEC-registered investment adviser that provides continuous portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. The firm manages roughly $403 million in client assets across about 209 client relationships and operates with two advisory professionals. The firm develops individualized investment policies through client discussions and implements strategies using fundamental, quantitative and qualitative analysis, favoring long-term holdings while offering both discretionary and non-discretionary management. Accounts are reviewed at least quarterly, and clients receive quarterly performance and holdings reports in addition to custodial statements. A notable feature is that several firm personnel are separately licensed as registered representatives of an unaffiliated broker-dealer (Henley & Company LLC) and, in that capacity, receive commissions for brokerage transactions; this dual role is uncommon among similar advisers and is disclosed as a potential conflict of interest that the firm monitors. The firm also reports limited custody exposure for certain clients through trustee or power-of-attorney arrangements and engages an independent accountant to perform annual surprise examinations to address custody-related risks.
To learn more about the advisors currently working at Borer Denton & Associates, Inc., 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 |
|---|---|---|
Blue Bell, PA
| 56
| |
Blue Bell, PA
| 41
|
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