A complete list of active advisors currently associated with CM20 Wealth Management

Warmer can help you find a great advisor at CM20 Wealth Management or one who fits your needs even better.

CM20 Wealth Management is an independent, single-advisor registered investment adviser serving individuals (including high-net-worth individuals), non-profits, and small businesses through discretionary investment management. The firm develops individualized Investment Policy Statements and constructs portfolios that use individual U.S. common equities as a cornerstone, supplemented with mutual funds and ETFs to achieve diversification. CM20 employs a growth-at-a-reasonable-price (GARP) approach grounded in fundamental analysis to select individual equities, and it may use technical analysis to inform sell decisions. The firm also implements derivatives strategies in separately managed accounts—most explicitly covered-call option writing—as part of its portfolio management toolkit. Distinctive features include the principal’s CFA designation and a practice focused solely on discretionary management for a small client base with roughly $19.7 million in AUM. The firm requires custody at Schwab Institutional, collects advisory fees by direct deduction (resulting in constructive custody safeguards), and does not accept proxy voting authority, leaving voting decisions to clients.

To learn more about the advisors currently working at CM20 Wealth Management, 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.