A complete list of active advisors currently associated with Candor Asset Advisors, LLC

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

Candor Asset Advisors provides investment management and financial planning services to individuals (including high-net-worth clients), trusts and estates, and corporate retirement plans. The firm manages approximately $15.8 million in client assets and also offers non-discretionary advice and access to third‑party mutual fund managers as described in its brochure. The firm implements portfolios through articulated asset‑allocation choices (Equity Plus, Moderate Plus, Moderate, Balanced, Conservative, and short/intermediate fixed income) and model portfolios labeled Absolute Value, Relative Value, Passive and Enhanced. Investment decisions are informed by fundamental analysis, documented Investment Policy Statements, periodic rebalancing, and use of a held‑away platform to review and manage 401(k), HSA and 529 assets while avoiding custody. Distinctive aspects of the practice include advising corporate pension and profit‑sharing plans and providing held‑away account management for employer‑sponsored accounts, services that are less common among similarly sized independent advisers. The brochure also discloses use of specific portfolio techniques (for example, limited covered‑call writing and put selling in the Absolute Value strategy), a stated preference for Interactive Brokers as custodian, and a principal with long institutional portfolio management credentials (CFA and CFP) and industry experience.

To learn more about the advisors currently working at Candor Asset 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.