A complete list of active advisors currently associated with Brenneman Investment Adviser, LLC

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

Brenneman Investment Adviser, LLC provides discretionary and non-discretionary investment management and financial planning/consulting to individual investors and small business clients. Services include developing a personal investment policy through in-depth interviews and constructing portfolios using equities, bonds, mutual funds, ETFs, and other instruments to match client objectives. The firm follows a disciplined, active money-management approach that combines tactical and strategic asset allocation with diversification across domestic and foreign equities, fixed income and alternative investments. Investment analysis draws on fundamental, technical, charting and cyclical methods and uses external research sources; accounts are formally reviewed at least quarterly. What is distinctive for a firm of this size is its explicit acceptance of small business accounts and a “Fund Only” option designed for employer-sponsored retirement plans, reflecting experience with institutional-type plan management as well as retail clients. The adviser adheres to the CFA Institute Code of Ethics, allows the use of options and limited short sales or margin when appropriate, and provides periodic written reporting while third-party custodians retain client assets.

To learn more about the advisors currently working at Brenneman Investment Adviser, 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.