A complete list of active advisors currently associated with Cereli Inc.

Warmer can help you find a great advisor at Cereli Inc. or one who fits your needs even better.

The firm serves individuals, retirement plans, and small corporate and nonprofit clients by designing and implementing portfolios of stocks, mutual funds and fixed‑income instruments. It provides portfolio management on a discretionary basis (the brochure reports approximately $1,000,000 managed discretionarily as of December 2015) and does not offer comprehensive financial planning services. Investment decisions are informed by Modern Portfolio Theory and a blend of qualitative and quantitative analysis, including review of company SEC filings such as Forms 10‑K and 10‑Q; asset allocation is tailored to client risk tolerance and time horizon. The firm generally employs equities, mutual funds and treasury and corporate bonds, avoids options and futures, and works through a single custodian whose third‑party research supplements in‑house analysis. The brochure notes the advisor has historically kept a low profile but may adopt a more proactive approach and emphasizes written account reviews and client communications — an area (periodic written communications) that is uncommon among similar solo advisers. Other distinguishing details include a small client roster and modest assets under management, the principal spending about 25% of his time on tax preparation services, and a policy of receiving only fee income (no third‑party compensation) while leaving proxy voting to clients.

To learn more about the advisors currently working at Cereli 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.

Name	Location	Years of experience
Ruel Samuels Jr.	Stockbridge, GA	29

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