A complete list of active advisors currently associated with EMK Investment Advisors, LLC

Warmer can help you find a great advisor at EMK Investment Advisors, LLC or one who fits your needs even better.

EMK Investment Advisors, LLC provides discretionary, personalized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and business entities, and the firm requires a minimum account size of $1 million. As of January 31, 2018 the firm reported approximately $4.09 million in discretionary assets under management and operates with a small advisory team. The firm applies fundamental analysis, favors long-term purchases, and may employ options strategies as part of its investment approach, with a primary focus on master limited partnerships (MLPs), real estate investment trusts (REITs), and high-dividend equities; portfolios are monitored and rebalanced as client circumstances or market conditions change. The brochure notes that tax efficiency is not a primary consideration unless specifically agreed, and clients are encouraged to consult tax professionals about tax implications. Noteworthy features include disclosed affiliations: the firm’s principal maintains an affiliated law practice that provides estate planning services and an affiliated bookkeeping/accounting consulting firm; these relationships are disclosed and clients are not required to use those services. The firm is small in scale, does not take custody of client assets (custody is maintained with third‑party custodians), and does not vote client proxies on their behalf, which are operational characteristics clients may consider relative to larger peers.

To learn more about the advisors currently working at EMK Investment Advisors, LLC, 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.