A complete list of active advisors currently associated with CRL Advisors

Warmer can help you find a great advisor at CRL Advisors or one who fits your needs even better.

CRL Advisors provides discretionary portfolio management, financial, tax, retirement and trust planning, and retirement plan advisory services to a small client base that includes individuals (including high-net-worth clients), trusts, private foundations, and employer-sponsored 401(k) plans. The firm documents client goals and risk tolerances in Investment Policy Statements and implements portfolios that primarily use ETFs but may include mutual funds, fixed income, equities, annuities, and options. The firm applies a mix of modern portfolio theory, fundamental, charting, and cyclical analysis to guide long-term and options-based strategies, and conducts periodic reviews with quarterly reporting delivered via the custodian. CRL Advisors requires clients to custody assets at Altruist and utilizes Altruist’s model marketplace and platform integrations as part of its portfolio management workflow. A notable feature is the firm’s affiliation with a related certified public accounting firm (LDDI LLC) and its disclosure that it provides ERISA Section 3(38) investment manager services to the related firm’s 401(k) plan, a relationship the brochure describes and addresses as a potential conflict of interest. For a solo adviser with modest AUM and a very small client roster, the combination of ERISA plan management for a related entity, active use of options strategies (including uncovered positions), and a required single digital custodian is atypical among peers.

To learn more about the advisors currently working at CRL Advisors, 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.