A complete list of active advisors currently associated with Domani Advisors

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

Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high‑net‑worth clients, trusts, foundations and small businesses in a family‑office style. The firm manages roughly $362.8 million across about 63 client relationships with two advisors and also offers standalone reporting and oversight for third‑party and private investments. Investment decisions are guided by asset‑allocation frameworks and multiple analysis methods — fundamental, quantitative, technical and cyclical — and portfolios typically use institutional mutual fund share classes plus ETFs, bonds, REITs and individual securities. The firm also employs derivatives, option strategies, short sales and margin as part of its toolset, and it partners with third‑party “SignalProviders” for certain signal‑based or market‑timing strategies that clients must opt into. Domani is notable among peers for sponsoring a wrap fee program and for explicitly using borrowing and derivatives within separately managed accounts, practices that are uncommon for supported firms. It also routinely provides reporting and monitoring on external/private investments (while not performing fund‑level due diligence) and implements standing third‑party transfer authorizations, which create limited custody considerations.

To learn more about the advisors currently working at Domani 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.