A complete list of active advisors currently associated with ConservativeMoney LLC
Warmer can help you find a great advisor at ConservativeMoney LLC or one who fits your needs even better.
Conservativemoney LLC provides investment management and retirement-planning services to individuals, IRAs, trusts and variable annuities, and also works with pension and profit-sharing retirement plans and charitable organizations. The firm offers ERISA-related consulting and retirement income guidance, including Social Security and required minimum distribution matters, and holds related certificates in Social Security and ERISA best practices. The firm follows an active tactical asset-allocation approach that combines technical, cyclical, and seasonal analysis and implements a single model portfolio across client accounts. Portfolios may move between long, short, and cash positions and can involve frequent trading; the firm may exercise limited discretionary trading authority for non-ERISA accounts while providing non-discretionary model-portfolio notifications to plan trustees for ERISA-covered plans. Noteworthy features for a firm of this size include its client mix that explicitly includes charitable organizations and retirement plans, an uncommon combination among independent advisers, and the use of a unified model portfolio rather than individualized allocations. The firm operates with a compact structure and uses an online custody/trading platform that executes aggregated “window” trades and fractional-share orders, and the managing member’s separate insurance licensure is disclosed as a potential additional source of compensation.
To learn more about the advisors currently working at ConservativeMoney 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.
Name |
Location |
Years of experience |
|---|---|---|
Cleveland, OH
| 41
|
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