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

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

Buie Investment Advisors serves individual investors, trusts and estates through both discretionary and non-discretionary portfolio management, working with a compact client base of roughly 46 relationships. The firm also offers project-based consulting — including cash flow, estate and tax planning reviews — and develops a client-specific Financial Profile and Investment Plan to guide services. Portfolios are implemented in accordance with each client’s Investment Plan and generally take a long-term orientation across equities, fixed income, mutual funds and ETFs, with distinct traditional and ETF-focused management approaches. The firm employs fundamental analysis for individual security selection and also incorporates technical and cyclical analysis and fixed-income yield-curve considerations, using either discretionary authority or client approvals as specified in agreements. Compared with peers, Buie is a small, two-advisor firm whose senior managers both hold the CFA designation and have decades of institutional portfolio management experience, including prior responsibility for multibillion-dollar mandates. The firm does not vote client proxies, maintains a written Code of Ethics and personal-trading policies, and supplements AUM-based services with hourly consulting engagements, features that may be important to prospective clients.

To learn more about the advisors currently working at Buie 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.