A complete list of active advisors currently associated with EmeraldSpark Investments
Warmer can help you find a great advisor at EmeraldSpark Investments or one who fits your needs even better.
EmeraldSpark provides personalized discretionary investment management and financial planning primarily for individual clients and also offers 401(k) plan investment advisement to plan sponsors and their participants. The firm typically engages with wealth management relationships that are generally at or above $250,000 and with plan advisory engagements that are generally at or above $1,000,000 in plan assets. The firm’s investment process blends Modern Portfolio Theory with behavioral finance, focusing on strategic asset allocation, manager due diligence, and periodic tactical adjustments when research, transaction costs, and tax considerations support such moves. Client relationships are guided by written Investment Policy Statements and the firm uses third-party research (including Morningstar) as part of its quantitative and qualitative fund-selection process. Compared with many peers, the firm is notable for its educational outreach: the principal regularly speaks at industry conferences, consults with the CFA Institute, and teaches as an adjunct professor, and the firm offers seminars/workshops and other educational resources. It also provides financial planning at no additional charge to clients who request it and gives plan participants the option to enroll in managed model portfolios at no extra cost.
To learn more about the advisors currently working at EmeraldSpark 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.
Name |
Location |
Years of experience |
|---|---|---|
Winter Haven, FL
| 13
|
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