A complete list of active advisors currently associated with Bouvel Investment Partners, LLC
Warmer can help you find a great advisor at Bouvel Investment Partners, LLC or one who fits your needs even better.
Bouvel Investment Partners serves individual and high‑net‑worth clients and related trusts and estates, providing both discretionary and non‑discretionary investment management and financial planning. The firm also offers management of variable annuity subaccounts, non‑discretionary guidance for CollegeAmerica 529 plan portfolios, and standalone financial planning and consulting. Investment strategies are tailored to client objectives and span concentrated equity approaches (including focused portfolios of up to 35 individual equities), large‑cap dividend‑oriented and global “go anywhere” growth allocations, diversified multi‑fund ETF/mutual fund strategies, and fixed‑income income-focused portfolios. The firm maintains a bespoke Custom Large Position strategy to help manage concentrated single‑stock exposures and monitors accounts on an ongoing basis, with clients able to impose written restrictions or elect non‑discretionary execution. Notable features for a firm of this size include a small advisory team overseeing roughly $374 million in AUM across about 200 client relationships and multiple offices, routine recommendation of a major institutional custodian (Pershing) that provides institutional services, and explicit practices that may be uncommon among peers — active management of variable annuity subaccounts, the availability of commission‑based insurance products from a firm representative, assistance in evaluating securities‑based loans, and a stated policy that clients retain proxy voting authority; the brochure discloses these items and related conflicts of interest and mitigation steps.
To learn more about the advisors currently working at Bouvel Investment Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenixville, PA
| 25
| |
Park City, UT
| 22
|
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