A complete list of active advisors currently associated with Constellation Asset Management, Inc.

Warmer can help you find a great advisor at Constellation Asset Management, Inc. or one who fits your needs even better.

Constellation Asset Management is an independent registered investment adviser that provides discretionary portfolio management primarily for individual and family accounts, as well as for trusts, IRAs/SEP/Keogh plans and corporate accounts. The firm reports managing approximately $79.3 million in regulatory assets for roughly 65 clients. The firm employs a mix of fundamental, technical and cyclical analysis across equities, fixed income, options, mutual funds and cash, and uses both buy-and-hold and shorter-term trading strategies. Portfolios are monitored on an ongoing basis with regular performance reporting to clients and periodic reviews driven by market developments or client circumstances. Distinctive for an independent advisory firm of its size, Constellation accepts pension and profit-sharing plans and provides portfolio management for certain institutional clients. The firm also offers investment management consulting and economic analysis to other investment advisers and incorporates custodian-provided research into its discretionary investment process.

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