A complete list of active advisors currently associated with Edvestment Solutions L.L.C.
Warmer can help you find a great advisor at Edvestment Solutions L.L.C. or one who fits your needs even better.
Edvestment Solutions provides fee-based portfolio management services to individual clients and individual retirement accounts, focusing on personal investment accounts rather than institutional or advisory referral programs. The firm conducts an initial consultation to assess financial condition, risk tolerance, and investment objectives before entering into an advisory agreement. Investment decisions are guided by fundamental, top‑down analysis that emphasizes macroeconomic variables (GDP, inflation, interest rates, currency movements) and seeks to align asset allocation with client goals; portfolios may combine passive index approaches for capital preservation with active equity and options strategies for clients seeking growth. The adviser does not use margin or leveraged products and limits options activity to long options and buy‑write strategies. The firm recommends a specific low‑cost broker‑dealer/custodian and uses that platform’s trading and research tools, though clients may choose a different custodian; the brochure notes the availability of those research tools could present soft‑dollar considerations. Accounts are monitored daily with formal quarterly reviews, the adviser may aggregate client orders for execution, and it arranges for advisory fees to be deducted from client accounts (described as a limited form of custody).
To learn more about the advisors currently working at Edvestment Solutions L.L.C., 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 |
|---|---|---|
Lemont, IL
| 9
|
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