A complete list of active advisors currently associated with Continuum Capital Advisory, LLC

Warmer can help you find a great advisor at Continuum Capital Advisory, LLC or one who fits your needs even better.

Continuum Capital Advisory provides investment management primarily through sponsored wrap‑fee programs, model portfolios, separately managed and unified managed account programs, and also offers retirement‑plan consulting and financial planning. The firm’s brochure states it serves individuals, pension and profit‑sharing plans, trusts, estates, corporations and other entities, but as of its 2010 filing reported no client assets held directly under the Continuum entity and notes that advisory activity was being conducted through an affiliated broker‑dealer. The firm’s implementation emphasizes asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier plotting, portfolio optimization and rebalancing, and it delivers strategies via managed portfolios, model allocations and third‑party managers (including named managers such as Russell, ICON and Morningstar). Continuum discloses that it both sponsors wrap programs and assists clients in selecting and monitoring third‑party advisers and program managers as part of its platform offerings. Noteworthy for this category, Continuum’s advisory representatives are also registered representatives of an affiliated broker‑dealer and the firm expressly sponsors multiple wrap‑fee programs, arrangements that are uncommon among peers. The brochure also highlights that the firm charges hourly or fixed fees for planning and certain non‑discretionary services in addition to percentage‑of‑assets fees, and that representatives may offer commissionable products through the broker‑dealer affiliation.

To learn more about the advisors currently working at Continuum Capital Advisory, 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.