A complete list of active advisors currently associated with Convert Financial Services LLC
Warmer can help you find a great advisor at Convert Financial Services LLC or one who fits your needs even better.
Convert Financial Services, LLC is a fee-only, state-registered investment adviser that provides portfolio management, retirement and financial planning, and consulting to individuals, high-net-worth clients and small businesses. The firm operates as a solo practitioner and offers non-discretionary portfolio management services. The firm emphasizes maintaining appropriate asset allocation and favors index-oriented investments, primarily using mutual funds and ETFs, while applying fundamental, technical and quantitative analysis to identify specific securities. Clients retain trading authority, may impose reasonable investment restrictions, and Convert monitors and periodically rebalances accounts to align with each client’s goals and risk tolerance. The brochure discloses an affiliation between the advisory practice and an accounting firm owned by the same principal, with reciprocal client referrals and separate billing, which is an uncommon arrangement for a small independent adviser. The principal’s ongoing business commitments and the firm’s focus on business consulting to small companies, together with its non-discretionary model and modest asset base, create an operational profile that differs from many solo independent firms.
To learn more about the advisors currently working at Convert Financial Services 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 |
|---|---|---|
Mt Pleasant, MI
| 4
|
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