A complete list of active advisors currently associated with Discretionary Inc.

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

Discretionary inc. provides discretionary investment management and financial planning to a small roster of clients, including individuals, couples, charitable organizations, and businesses. The firm offers continuous portfolio supervision, tailored asset allocation, and standalone or ongoing life-planning engagements, and may serve as an ERISA section 3(38) investment manager for retirement plans when engaged in writing. The firm builds diversified portfolios using a mix of passive and active vehicles and evaluates opportunities with fundamental, technical, cyclical, and charting analyses. Accounts are managed primarily on a discretionary basis and clients can choose between a static asset-allocation approach or a rules-based trend-following model; limited non-discretionary arrangements are accepted in specific circumstances. Distinctive aspects include the firm’s very small scale — roughly $1.4 million in assets under management across about ten client accounts — and operation as a solo advisor who also serves as the firm’s compliance officer. The firm offers multiple planning formats (one-time plans, optional ongoing quarterly planning, and hourly consultations), is set up to take fiduciary retirement-plan roles via third‑party platforms, and discloses a potential conflict relating to pass-through payments for coaching and retreat services affiliated with the advisor’s life partner, with client use of those services optional.

To learn more about the advisors currently working at Discretionary Inc., 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.