A complete list of active advisors currently associated with Dividends & More
Warmer can help you find a great advisor at Dividends & More or one who fits your needs even better.
The firm provides discretionary portfolio management and ongoing account monitoring for individual investors, delivering trade execution and periodic reporting. It manages roughly $20 million across a small client base of about two dozen households. Investment selection is driven by fundamental analysis and may include equities, fixed income, exchange-traded and mutual funds, ADRs and other instruments, using both long-term and shorter-term purchase strategies. Portfolios are continuously monitored and rebalanced as needed, and clients may impose written restrictions on the firm’s discretionary authority. The practice is intentionally kept small and does not advertise or solicit, and it relies exclusively on a single custodian while not engaging in block-trade aggregation—features that are less common among peers. The firm’s principal also holds many of the same securities in personal accounts and the firm delivers annual performance reports for qualifying accounts, reflecting a tightly aligned, hands-on approach to a concentrated client roster.
To learn more about the advisors currently working at Dividends & More, 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 |
|---|---|---|
Troy, MT
| 2
|
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