A complete list of active advisors currently associated with Entrusted Wealth
Warmer can help you find a great advisor at Entrusted Wealth or one who fits your needs even better.
The firm provides investment management and comprehensive financial planning to individuals and families and also serves foundations, endowments and other non-profit organizations. Services include discretionary portfolio management implemented primarily with mutual funds and ETFs, retirement income and stock compensation planning, multi-generational and philanthropic planning, and standalone financial plans. The firm’s investment approach emphasizes long-term asset allocation guided by Modern Portfolio Theory, with customized portfolios, quarterly monitoring, and planning analyses that may use Monte Carlo simulation. Implementation relies mainly on mutual funds and ETFs (including funds from Dimensional Fund Advisors), and the firm discloses use of cloud-based systems, AI tools for analysis and communications (with human review), and written cybersecurity and business-continuity practices. Distinctive aspects include the firm’s stated willingness to manage institutional accounts such as foundations and endowments alongside individual households, a relatively uncommon practice for independent advisers of this type. The firm’s principal holds CFA and CFP credentials and discloses outside remote employment at a financial institution and the firm’s institutional custody relationship (and attendant digital tools), with those arrangements and any resulting conflicts described in its disclosures.
To learn more about the advisors currently working at Entrusted Wealth, 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 |
|---|---|---|
Kalispell, MT
| 11
|
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