A complete list of active advisors currently associated with Elements 5 Investment Management

Warmer can help you find a great advisor at Elements 5 Investment Management or one who fits your needs even better.

Elements 5 Investment Management serves individuals, families, trusts, estates, family offices and business owners, providing personalized financial planning, discretionary investment management, and project-based financial consulting. The firm places particular emphasis on business-owner clients — including owners of S‑corporations, single‑member and co‑owned LLCs, sole proprietors, independent contractors, entrepreneurs and retirees starting or transitioning into small businesses. The firm’s investment approach is centered on strategic asset allocation documented in an Investment Policy Statement, with an emphasis on diversification and low‑cost mutual funds and exchange‑traded products; quantitative and technical tools are used only on a supplemental basis. Portfolios are tailored and may include individual securities, factor‑based (smart‑beta) exposures, closed‑end funds, ETNs and, where appropriate, options strategies, with periodic rebalancing and ongoing reviews. A distinctive feature of the practice is that the firm’s principal is a licensed attorney and registered U.S. patent attorney who is employed outside the advisory business; the firm does not provide legal services through its advisory practice. As a single‑advisor, fee‑only firm with a modest discretionary asset base and a limited client roster, it combines comprehensive planning and customized investment management for clients with business and transition-focused needs and subscribes to voluntary fiduciary best‑practice standards.

To learn more about the advisors currently working at Elements 5 Investment Management, 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.