A complete list of active advisors currently associated with Creative Investment Group

Warmer can help you find a great advisor at Creative Investment Group or one who fits your needs even better.

Creative Investment Group provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and institutional entities such as family offices, trusts, estates, private foundations, endowments, and qualified retirement plans. Like many team firms, it delivers ongoing portfolio management and retirement plan advisory alongside written financial plans tailored to each client’s circumstances. The firm combines fundamental and technical analysis to build primarily equity‑focused portfolios while also using mutual funds, ETFs, fixed income, REITs, private funds and municipal securities as appropriate, and may recommend or overlay external managers for portions of a client’s assets. Creative also provides retirement‑plan fiduciary services and offers held‑away account services, assists clients with securities‑backed lending arrangements (with risk disclosures), and conducts periodic reviews and monitoring consistent with client objectives. Compared with peers, Creative discloses several operational and outside‑business features that affect client relationships: it uses a third‑party technology platform (Pontera) to implement discretionary trading and participant‑level access in held‑away employer plan accounts (while absorbing the platform cost for clients), maintains separate administrative arrangements for certain collateral accounts custodied at Pershing, and reports related‑party real estate development activities and advisors’ outside registrations (broker‑dealer and insurance licenses), with attendant conflict disclosures and mitigation procedures.

To learn more about the advisors currently working at Creative Investment Group, 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.