A complete list of active advisors currently associated with DeVore Financial Advisors LLC
Warmer can help you find a great advisor at DeVore Financial Advisors LLC or one who fits your needs even better.
The firm advises individuals, high-net-worth individuals, trusts, and estates and offers discretionary investment management alongside financial planning and consulting, including retirement account rollovers and occasional implementation of fee-based annuities or retention of legacy positions. Portfolios are constructed from diversified mutual funds, ETFs, individual stocks and bonds and the firm provides ongoing supervision, periodic rebalancing, and written financial plans when engaged. The investment approach is evidence-based and grounded in Modern Portfolio Theory and Fama-French research, with implementation that draws on Dimensional Fund Advisors’ model research to create factor-driven, globally diversified portfolios. The firm emphasizes long-term ownership, systematic rebalancing and tax-efficiency (including tax-loss harvesting), and incorporates proprietary quantitative algorithms for trade execution and portfolio implementation when appropriate. Noteworthy features for a small, two-advisor firm managing $51,071,683 for roughly 40 clients include the explicit use of institutional-style Dimensional models combined with the firm’s own algorithmic methods — an uncommon combination at this scale. The firm discloses that one principal is a licensed insurance professional who may earn commissions on insurance sales and another principal maintains full-time law enforcement employment; these outside activities and personal trading are addressed through written policies, custodial arrangements and supervisory controls.
To learn more about the advisors currently working at DeVore Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Escondido, CA
| 19
| |
Escondido, CA
| 34
|
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