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

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

Commonwealth Asset Management Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, including retirement-account advice and consulting on rollovers. The firm constructs customized portfolios and offers ongoing supervision designed to align with each client’s stated goals, risk tolerance and financial circumstances. The firm’s investment approach is primarily long-term but allows for shorter-term trading to rebalance or respond to market conditions, using both fundamental and technical analysis in its security selection. Portfolios may include individual equities, fixed income, mutual funds, ETFs (including inverse ETFs), options and other derivatives, and the firm conducts internal due diligence before recommending these instruments or employing cash positions as hedges. Distinctive features relative to peers include the explicit use of derivatives and inverse ETFs within separately managed accounts, a practice that is uncommon among similar independent advisors. The firm’s principal also maintains an insurance license (with potential commission-based product sales) and teaches business courses at a community college, and the advisor participates in an institutional custody platform that provides technology and other economic benefits.

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