A complete list of active advisors currently associated with Engleson & Associates

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Engleson & Associates provides investment supervisory services and consulting primarily to individual clients (including high‑net‑worth individuals), as well as charitable organizations and businesses, offering both discretionary and non‑discretionary portfolio management and targeted financial consultations. The firm describes tailored investment policy development that considers clients’ objectives, time horizons, risk tolerance and liquidity needs. The firm’s investment process blends fundamental, technical and cyclical analysis and deploys a range of strategies from long‑term holdings to short‑term trading, including short sales, options and structured notes for risk management and downside mitigation. Engleson & Associates also uses sub‑advisory arrangements for specialized approaches — including direct indexing with automated, year‑round tax‑loss harvesting — and conducts at least monthly reviews of managed accounts. Distinctive features disclosed in the brochure include that firm personnel hold broker‑dealer and insurance licenses and may effect commissionable transactions in a separate capacity, and the firm’s president is a licensed attorney who maintains limited outside legal and other business activities, which the firm identifies as potential conflicts of interest. The explicit use of derivatives (options and structured notes) and short‑selling within client portfolios, together with routine reliance on sub‑advisers for direct indexing, are practices the firm highlights that are less common among peers.

To learn more about the advisors currently working at Engleson & Associates, 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.