A complete list of active advisors currently associated with Easley Investment Consultants, Inc.

Warmer can help you find a great advisor at Easley Investment Consultants, Inc. or one who fits your needs even better.

Easley Investment Consultants provides investment advisory and consulting services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. Services include ongoing portfolio management, financial planning (annual retainer or one‑time engagements), and pension consulting. The firm delivers customized, fiduciary investment advice, typically managing client accounts on a discretionary basis and constructing diversified portfolios that use mutual funds, ETFs, individual stocks and bonds, and, when appropriate, allocations to third‑party money managers for co‑advisory management. Investment analysis methods include fundamental and technical analysis and an asset‑allocation focus; accounts are monitored and reviewed periodically (generally quarterly and at least annually) against a written investment policy statement. What is distinctive is that Easley Investment Consultants operates its own wrap fee program for portfolio management — offering advisory, trade execution, and custody services through a single asset‑based arrangement, a structure relatively uncommon among peers. The firm also commonly recommends an institutional custodian platform and discloses that it receives support services from that custodian, noting the potential conflicts such arrangements can create around custody recommendations and trading incentives.

To learn more about the advisors currently working at Easley Investment Consultants, 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.