A complete list of active advisors currently associated with Emma Research LLC

Warmer can help you find a great advisor at Emma Research LLC or one who fits your needs even better.

The firm provides financial planning and discretionary portfolio management services to individuals, high‑net‑worth individuals, and charitable organizations. Founded in 2024, it currently reports no clients or assets under management and uses client-specific investment policy statements to tailor portfolios and implement client‑imposed restrictions. The firm primarily employs passive investment management using index mutual funds and ETFs but also uses fundamental analysis and active management techniques for larger accounts (typically those over $200,000). It gathers information on goals, time horizon, risk tolerance and liquidity needs to build and monitor portfolios, and also offers standalone financial planning on an hourly basis. The firm’s principal combines CFP and CFA credentials and an industry background with a concurrent senior role at a major life insurer leading sustainable investment strategy, an affiliation the brochure identifies as uncommon among independent advisers and which the firm states does not involve selling insurance products. Operationally the practice is a solo‑practitioner model dependent on that same principal, and the brochure notes limited continuity plans if the principal becomes unavailable.

To learn more about the advisors currently working at Emma Research 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.

Name	Location	Years of experience
Emmanuel Sabiiti	Newton, MA	1

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