A complete list of active advisors currently associated with Catum Advisory Group, LLC

Warmer can help you find a great advisor at Catum Advisory Group, LLC or one who fits your needs even better.

Catum Advisory Group manages approximately $128.6 million for about 75 clients and serves individuals (including high-net-worth clients), retirement plans, and other registered investment advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning and advisory consulting, pension consulting, and sub‑advisory services. Portfolios are tailored to client objectives and implemented using a mix of proprietary and third‑party asset allocation models, TAMP arrangements (including SEI), sub‑advisers, and direct securities trading; the firm monitors and rebalances accounts on an ongoing basis and may include complimentary or reduced‑cost financial planning as part of portfolio management. The brochure discloses the firm uses margin, option writing and other derivatives in client accounts and employs option overlay and actively managed option strategies through a sub‑adviser, indicating a willingness to use leverage and derivatives as implementation tools. What distinguishes Catum from many peers is its explicit, documented use of borrowing and derivatives within separately managed accounts and the structured use of a sub‑adviser for option strategies and overlays. The firm also offers a cash management sweep program (CF Cash via StoneCastle), provides sub‑advisory and pension consulting services, and its principals are licensed insurance agents who may offer insurance products outside the advisory fee arrangement.

To learn more about the advisors currently working at Catum Advisory Group, 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.