A complete list of active advisors currently associated with Disciplined Investors, L.L.C.

Warmer can help you find a great advisor at Disciplined Investors, L.L.C. or one who fits your needs even better.

Disciplined Investors, L.L.C. provides investment management, financial planning and retirement-plan advisory to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, municipalities and corporations, managing roughly $941.6 million in client assets across about 480 client relationships with seven advisors. Services include both discretionary and non-discretionary portfolio management, investment consultation, and 401(k) plan services. The firm customizes portfolios around target asset allocations and emphasizes diversification and a long-term perspective, using fundamental and cyclical analysis and quarterly monitoring against benchmarks; it may retain legacy securities in client accounts for tax or portfolio-fit reasons. For retirement plans, Disciplined Investors prepares customized Investment Policy Statements, creates and manages model portfolios, benchmarks plan and fund expenses with independent software, and provides participant education and one-on-one meetings. Compared with many peers, the firm reports no firm-imposed account minimum and manages a material portion of assets on a non-discretionary basis (approximately $151 million), while offering hourly consultation options in addition to AUM-based fees. The brochure also discloses that the firm does not receive 12b-1, sub-TA or revenue-sharing payments and that a firm principal is involved in an affiliated private-placement offered only to accredited investors.

To learn more about the advisors currently working at Disciplined Investors, L.L.C., 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.