A complete list of active advisors currently associated with Directional Advisors

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

Directional Advisors provides discretionary investment management, financial planning, and consulting to a mix of individual clients (including high-net-worth clients), trusts, estates, non-profits, and business entities. The firm reports managing roughly $43 million across its client relationships and also offers ongoing, non-discretionary advisory reviews for held-away employer plans and plan participants. The firm follows a goals-based investment process that ties portfolio construction to each client’s specific objectives and incorporates business-cycle analysis to adjust allocations—tending to increase risk exposure in expansions and reduce it in contractions. Portfolios are generally concentrated in a defined set of asset classes (primarily ETFs, equities, fixed income, municipal securities) and the adviser may employ options and other hedging techniques as tactical risk-controls. Noteworthy for a small advisory team, Directional Advisors provides held-away 401(k) participant services and family-office–type offerings that the brochure discloses can create incentives to recommend in-house services. The firm is state-registered (recently noted as no longer SEC-registered), has adopted a formal Code of Ethics (including the CFA Code), and does not accept proxy-voting authority for client securities.

To learn more about the advisors currently working at Directional 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.