A complete list of active advisors currently associated with Caleb Lawrence Registered Investment Adviser Inc.

Warmer can help you find a great advisor at Caleb Lawrence Registered Investment Adviser Inc. or one who fits your needs even better.

The firm provides discretionary investment management to individuals, high-net-worth clients and retirement plans, advising on instruments such as mutual funds, leveraged and unleveraged ETFs, and, where appropriate, limited partnerships. It also offers retirement-plan management and consulting and supplies ERISA-related disclosures (including Section 408(b)(2) information) to responsible plan fiduciaries. The firm applies an active management process that can include both long and short positions and the tactical use of leveraged and inverse ETFs, with portfolios periodically rebalanced based on fundamental and technical research from third-party sources. Investment decisions are made on a discretionary basis and tailored to each client’s objectives, time horizon and risk profile. Distinctive features for a small, solo adviser include its documented role serving retirement plans as an ERISA fiduciary and its explicit procedures for plan disclosures, a service that is less common among peers. The brochure reports no disciplinary history, and the firm’s principal publishes market commentary via a firm blog and has prior radio commentary experience, reflecting an emphasis on public-facing education and commentary.

To learn more about the advisors currently working at Caleb Lawrence Registered Investment Adviser 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.