A complete list of active advisors currently associated with Choice Asset Management LLC

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

Choice Asset Management is a small, independent registered investment adviser that provides ongoing portfolio management and advisory services to individuals and high‑net‑worth clients as well as foundations, trusts, corporate pension and profit‑sharing plans. The firm also offers consultative services for assets not under management on an hourly or fixed‑fee basis and tailors portfolios to each client’s objectives and risk parameters. Portfolios are constructed primarily with mutual funds and exchange‑traded funds, with an emphasis on low‑cost vehicles and a systematic asset‑allocation approach; individual equities, bonds, and alternative or illiquid direct participation investments are used when they fit a client’s needs. Accounts were managed entirely on a non‑discretionary basis as of 12/31/2025, though the firm has stated it will accept discretionary authority going forward, and it conducts weekly reviews plus monthly comprehensive asset‑allocation reviews. Compared with peers, the firm works with several less common client types for a solo adviser — including charitable organizations, corporate/business clients, and pension or profit‑sharing plans — and discloses pension consulting and the use of alternative investments with annual due diligence. The firm is a single‑advisor practice and notes that the sole advisor spends a substantial portion of his work week in school teaching, a practical detail clients may consider when assessing advisor availability and continuity of portfolio review.

To learn more about the advisors currently working at Choice Asset Management 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.