A complete list of active advisors currently associated with Calvert Wealth Management, Inc.

Warmer can help you find a great advisor at Calvert Wealth Management, Inc. or one who fits your needs even better.

Calvert Wealth Management, Inc. is a three-advisor registered investment adviser that serves individuals, trusts, estates, charitable organizations, profit-sharing plans and business entities, managing approximately $189.6 million across about 360 client relationships. The firm offers discretionary portfolio management, comprehensive financial planning and consulting, and institutional wealth management services for employer-sponsored retirement plans. The firm’s investment approach emphasizes asset allocation rather than market timing, using core model portfolios that range from very conservative to aggressive and employing mutual funds, ETFs, individual equities, bonds and cash as asset classes. Calvert generally manages accounts on a discretionary basis, treats cash as an asset class included in assets under management, and may employ inverse or enhanced fund strategies while permitting clients to impose restrictions. Distinctive features in the Brochure include an explicit policy that Calvert will not exercise discretionary authority to purchase cryptocurrencies (such investments require client authorization) and a documented option to exclude leveraged or inverse strategies by client direction. The firm also highlights fiduciary and educational services for 401(k) and other retirement plans, use of account aggregation tools, coordination with outside attorneys and accountants for implementation, and a policy of leaving proxy voting decisions to clients.

To learn more about the advisors currently working at Calvert Wealth Management, 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.