A complete list of active advisors currently associated with Defender Asset Management LLC

Warmer can help you find a great advisor at Defender Asset Management LLC or one who fits your needs even better.

Defender Asset Management is a small, state-registered independent advisory firm that provides discretionary portfolio management, financial planning, and consulting to a limited client base of individuals, businesses and institutional clients, including pension and profit-sharing plans. The firm manages roughly $38 million across about 15 client relationships and also makes referrals to other advisers when appropriate. The firm tailors advice through individual fact-finding interviews and applies a mix of analytical methods — including fundamental, technical, cyclical and charting analyses — to construct and monitor client portfolios, with written inventories and periodic account reviews (quarterly or more often) and optional portfolio evaluation reports. Fees are negotiated and may be charged on an asset-based or flat-fee basis, and billing is typically handled through direct fee withdrawals with duplicate invoices provided to clients. What distinguishes the firm from most solo independent advisers is its combination of investment advisory services with attorney-delivered legal services: the firm’s principal is a licensed attorney and offers discrete legal work (for example, wills and trust/estate advice) to clients for separate compensation, with disclosures and conflict-management procedures described in the brochure. It is also atypical for a firm of this size to serve pension or profit-sharing plan clients, a client type the firm explicitly lists among its institutional and business services.

To learn more about the advisors currently working at Defender Asset Management 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.

Name	Location	Years of experience
Stuart Mcdermott	Evanston, IL	6

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