A complete list of active advisors currently associated with Commonwealth Guardians
Warmer can help you find a great advisor at Commonwealth Guardians or one who fits your needs even better.
The firm provides discretionary asset management through a third‑party platform (Orion Portfolio Solutions) and offers portfolio management to individuals, high‑net‑worth individuals, trusts, and estates, overseeing roughly $14.6 million in client assets. It operates under written agreements with the platform and charges an assets‑under‑management advisory fee rather than performance‑based compensation. Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental and cyclical analysis as well as modern portfolio theory; strategist models on the OPS platform are used for day‑to‑day portfolio management and the firm conducts periodic reviews that include allocation and tax‑loss harvesting considerations. The firm acts with discretionary trading authority on client accounts and documents client restrictions and objectives in client files. Distinctive features include the firm principal’s ongoing activity as an independent insurance agent, which generates commission compensation disclosed in the brochure and identified as a potential conflict of interest subject to firm policies and client disclosures. The firm also relies on third‑party strategists and the OPS platform for portfolio models, does not aggregate trades across client accounts, and does not vote client proxies, which concentrates several operational functions outside the firm in ways that differ from many peers.
To learn more about the advisors currently working at Commonwealth Guardians, 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 |
|---|---|---|
Needham, MA
| 7
|
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