A complete list of active advisors currently associated with Cairn Investor Services

Warmer can help you find a great advisor at Cairn Investor Services or one who fits your needs even better.

Cairn Investor Services is a solo advisory practice that provides financial planning and portfolio management primarily for individual clients rather than institutional or high-net-worth households. The adviser is a Certified Financial Planner™ who prepares financial plans and manages accounts for a modest client base with approximately $2.5 million in assets under management. The firm states that accounts are reviewed on at least a quarterly basis by the sole adviser, and clients receive quarterly management reports that include a general market overview, material changes to holdings, and an invoice showing starting and ending values and fees. Financial plans are reviewed at client request or according to an agreed schedule, and accounts are monitored for significant market movements or changes in client circumstances. Distinctive features disclosed in the brochure include that the adviser is separately licensed as an independent insurance agent and may sell life and health insurance products for commissions, a revenue source the firm identifies as a potential conflict of interest. In addition to traditional percentage-of-AUM billing (with fees frequently deducted from accounts), the firm’s fee arrangements can include a subscription-style fee option, which is less common among independent solo advisors.

To learn more about the advisors currently working at Cairn Investor Services, 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.