A complete list of active advisors currently associated with Eighth Wonder Investments

Warmer can help you find a great advisor at Eighth Wonder Investments or one who fits your needs even better.

Eighth Wonder provides fee-based investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management and tailored planning that can include retirement strategies, tax optimization, cash flow and estate planning. The firm states it will customize services to client objectives and can accommodate client-imposed investment restrictions. The adviser describes a tactical allocation approach designed to reduce risk and seek improved performance, deploying a range of securities such as listed and foreign equities, corporate debt, mutual funds, ETFs and cash positions used as potential hedges. Investment decisions draw on fundamental, technical and cyclical analysis and may involve rebalancing, harvesting gains or losses, or recommending specific securities to adjust sector weightings. A notable distinction is that the firm’s investment advisor representatives are also licensed insurance agents and may recommend insurance products for which they receive separate commissions, a conflict the brochure discloses and says clients are not required to use the firm for such purchases. The firm also operates with a small team rather than as a solo practice and discloses an institutional relationship with its custodian that provides technology and other support tied to platform assets, an arrangement the brochure identifies as a potential influence on custodial recommendations.

To learn more about the advisors currently working at Eighth Wonder Investments, 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.