A complete list of active advisors currently associated with Eagle Bluffs Wealth Management LLC
Warmer can help you find a great advisor at Eagle Bluffs Wealth Management LLC or one who fits your needs even better.
Eagle Bluffs provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), families, trusts, estates, foundations, charitable organizations, and businesses. The firm charges percentage-of-assets fees and offers ongoing portfolio management, planning consultations, and referrals to other professionals as part of its wealth management engagements. The firm describes a long-term, value-oriented investment approach that seeks assets it believes are undervalued, using a top-down sector selection followed by bottom-up security analysis and incorporating cyclical, fundamental, and technical methods. Portfolios are constructed from exchange-listed equities, ETFs, mutual funds and bonds and, in certain circumstances, the firm may employ options, leveraged or inverse ETFs, and other derivatives, and may retain legacy positions for tax or portfolio-fit reasons. Distinctive features include managing about $294 million of client assets with a three-advisor team while maintaining no stated minimum relationship size, offering ERISA 3(38) retirement-plan fiduciary services, and accepting proxy-voting authority supported by an independent proxy research provider. The firm also discloses an institutional custody relationship that provides technology and other benefits, permits coordinated personal trading subject to policies, and may, in limited cases, facilitate non-agency fixed-income cross trades between clients — all items clients may want to consider alongside standard portfolio-management arrangements.
To learn more about the advisors currently working at Eagle Bluffs Wealth Management LLC, 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 |
|---|---|---|
Columbia, MO
| 14
| |
Columbia, MO
| 6
| |
Columbia, MO
| 6
|
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