A complete list of active advisors currently associated with Daxmar Advisors
Warmer can help you find a great advisor at Daxmar Advisors or one who fits your needs even better.
Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts, handling taxable, tax-deferred and tax‑free account types through separately managed accounts at third‑party custodians. The firm also offers consulting engagements and distributes written market commentary and educational content to subscribers. The firm’s investment approach blends fundamental research with technical analysis to construct model portfolios that favor common stocks, ETFs and closed‑end funds, with attention to discounts and premiums and periodic rebalancing; models are actively managed and the firm reports typical model turnover that can result in frequent trading. Portfolios are managed under discretionary authority in accordance with client objectives, and the firm may adjust sector exposures, swap funds, or use derivatives when needed to pursue income or hedging goals. Distinctive features relative to many peers include a published newsletter and market letter and an on‑demand webinar for prospective clients, plus the availability of consulting and hourly research retainer arrangements in addition to AUM management. The firm also emphasizes active closed‑end fund strategies and uses institutional custodian access to support trading and reporting, while allowing model customization for client‑specific restrictions.
To learn more about the advisors currently working at Daxmar 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.
Name |
Location |
Years of experience |
|---|---|---|
Buford, GA
| 8
|
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