A complete list of active advisors currently associated with Course Management Investment Advisors, LLC

Warmer can help you find a great advisor at Course Management Investment Advisors, LLC or one who fits your needs even better.

Course Management Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans. The firm charges percentage‑of‑assets fees and manages roughly $100 million across about 160 client accounts while documenting client goals in individualized Investment Policy Statements. CMIA’s investment process combines fundamental, technical, cyclical and economic analysis and implements strategic asset allocation across mutual funds, ETFs, equities, fixed income, REITs and private placements using both long‑ and short‑term strategies. The firm seeks discretionary trading authority, states policies to allocate opportunities fairly across accounts, and incorporates derivatives‑linked instruments — including options‑based buffer ETFs and other structured products — into its implementation toolkit. Compared with many peers, CMIA discloses and advertises third‑party ratings and explicitly describes the use of derivatives and options strategies in managed accounts, features that are less common among similar supported firms. The firm also discloses principals’ outside activities (commercial real estate ownership and commissionable product sales/insurance licensure), documents related conflicts of interest, and relies on Schwab’s institutional custody and support services while maintaining a written Code of Ethics.

To learn more about the advisors currently working at Course Management Investment Advisors, 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.