A complete list of active advisors currently associated with Empiric Advisors, Inc.

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

Empiric Advisors provides discretionary portfolio management to individual and high‑net‑worth clients and serves as the investment manager to the Empiric Mutual Fund (Class A: EMCAX; Class C: EMCCX). Services are delivered primarily through separately managed accounts with the firm offering long‑only equity strategies and permitting clients to impose investment restrictions. The firm’s investment process is proprietary and quantitatively driven, using a rule‑based approach that emphasizes Earnings Quality, Capital Efficiency and Valuation (QEV) metrics, with a qualitative overlay applied before trades. Strategies invest mainly in U.S. equities across small‑to‑mid and large‑cap sleeves, and the firm discloses strategy minimums (for example, $2 million for its Small‑to‑Mid and Large Cap strategies). Empiric Advisors is notable for its industry affiliations and operational structure: it is the manager of a mutual fund, owns a related broker‑dealer (Empiric Distributors, Inc.) through which mutual fund transactions are executed, and has a related adviser (Empiric Institutional, LLC) with which it shares space and personnel and to which clients may be referred. The brochure also discloses practices that can affect execution and costs—use of soft dollars, ECNs/dark pools and prime broker arrangements—and that no management fee is charged on SMA assets invested in the firm’s mutual fund.

To learn more about the advisors currently working at Empiric Advisors, Inc., 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.