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 provides ongoing portfolio management and financial planning for individuals, high‑net‑worth individuals, and pension/profit‑sharing plans, documenting each client’s objectives and risk tolerance in an Investment Policy Statement. The brochure describes services that include investment strategy, asset allocation, asset selection, and regular portfolio monitoring across mutual funds, ETFs, equities, fixed income, real estate funds, insurance products, and private placements. The firm’s investment process combines multiple methods of analysis — charting, fundamental, technical, cyclical and economic reviews — and employs both long‑ and short‑term strategies as well as strategic asset allocation. CMIA generally manages accounts on a discretionary basis, seeks fair and equitable allocation of investment opportunities across clients, and may aggregate (block) trades to pursue execution efficiencies. What is distinctive in the brochure is the explicit discussion of complex and option‑based products: buffer ETFs, structured products, and other derivative‑based strategies (including the use of options to create caps and buffers) and the accompanying risk disclosures, indicating the firm’s willingness to use derivatives in managed portfolios. The firm also directs readers to external sources (its website and the SEC adviserinfo listing) and discloses that it advertises third‑party ratings, a practice that is less common among peer firms.

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.