A complete list of active advisors currently associated with Conservative Equity Investment Advisors

Warmer can help you find a great advisor at Conservative Equity Investment Advisors or one who fits your needs even better.

Conservative Equity Investment Advisors (registered as Mycroft Research, LLC) provides discretionary portfolio management and prepares individualized Investment Policy Statements for individuals, high-net-worth individuals, and family trusts. The firm concentrates its advisory services on publicly traded equity securities and, as reported, managed about $5.59 million across seven client accounts and is not accepting new investment supervisory clients. The firm's investment process blends fundamental, qualitative, and quantitative analysis and uses a proprietary "Friedrich Algorithm Database" to identify stock investments, typically for long‑term positions though short‑term trading may be used when appropriate. Accounts are managed under written discretionary authority within each client’s Investment Policy Statement, with weekly reviews and custody at established broker‑dealers. Notable distinctions include the firm’s narrow, equity‑only mandate and algorithmic selection tool operated at a very small scale—a single registered advisor serving a handful of clients—which differs from many peer independents that offer broader mandates or larger client rosters. The principal also engages in outside activities (contributing investment commentary to Seeking Alpha and investing firm profits in rental real estate), and the firm documents personal trading and enforces a five‑day trade blackout around non‑mutual fund/ETF trades to address potential conflicts.

To learn more about the advisors currently working at Conservative Equity Investment Advisors, 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.