A complete list of active advisors currently associated with Connors Investor Services Inc
Warmer can help you find a great advisor at Connors Investor Services Inc or one who fits your needs even better.
Connors Investor Services provides discretionary portfolio management to a mix of individual and institutional clients, including high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm does not offer standalone financial planning or non‑investment consulting and manages client relationships under written Investment Advisory Agreements. Its investment process combines fundamental and technical analysis across long‑ and short‑term strategies and routinely uses options in managed accounts — including covered call writing and options hedging — as a component of risk management. Connors monitors allocations on an ongoing basis, treats cash as an asset class, and can allocate client assets into affiliated vehicles such as the Connors Hedged Equity Fund when appropriate. Connors is adviser or sponsor to multiple pooled vehicles: a 1940 Act mutual fund that employs a growth strategy with an options hedge, several affiliated private investment funds for which it acts as general partner, and a bank‑maintained collective investment trust for ERISA assets, and it is a partial owner of Founders LLC which provides white‑label administrative trust services with Counsel Trust Company. These affiliations — and the firm’s participation in unaffiliated wrap/managed account programs and custodial relationships that include non‑cash services from custodians — create potential conflicts of interest the firm discloses and addresses in its offering documents.
To learn more about the advisors currently working at Connors Investor Services Inc, 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.
You can also browse Connors Investor Services Inc's office locations.
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