A complete list of active advisors currently associated with Chimborazo Investment Research

Warmer can help you find a great advisor at Chimborazo Investment Research or one who fits your needs even better.

Chimborazo Investment Research provides ongoing portfolio management and investment advice primarily to individual and high-net-worth clients, documenting client goals and risk tolerances in an Investment Policy Statement and offering discretionary portfolio management and regular monitoring. The firm’s brochure also describes its fiduciary role when advising retirement plan accounts and IRAs under ERISA and the Internal Revenue Code. The firm uses a combination of fundamental and technical analysis and pursues long-term trading with a primary emphasis on equities, while also employing mutual funds, fixed income, ETFs (including precious-metal ETFs) and TIPS as appropriate. CIR seeks discretionary trading authority, requires clients to use Interactive Brokers for execution, and states it receives no soft-dollar research or third-party economic benefits. Noteworthy features in the brochure that set CIR apart from many peers include its explicit fiduciary acknowledgement for retirement plan and IRA advice—indicating capability to advise plan accounts—and its policy to require a specific custodian, which can affect execution options. The brochure also notes the firm does not use or select third-party advisers and discloses a modest asset base and limited number of client accounts relative to larger firms.

To learn more about the advisors currently working at Chimborazo Investment Research, 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.