A complete list of active advisors currently associated with Excelsior Investors

Warmer can help you find a great advisor at Excelsior Investors or one who fits your needs even better.

Excelsior Investors serves individuals (including high net worth clients), trusts, estates and charitable organizations with discretionary and non-discretionary portfolio management and, when requested, financial planning and related consulting. The firm primarily implements portfolios using mutual funds, ETFs, individual equities and fixed income securities and generally charges negotiable percentage-of-AUM advisory fees. The firm’s investment process is grounded in fundamental analysis and employs both long-term and short-term purchase strategies with ongoing supervision and periodic reviews. It provides clients access to an eMoney aggregation platform, typically recommends custodians such as Fidelity or Schwab, and may allocate to adviser-only mutual funds (for example, DFA funds); it also documents trade-error reimbursement procedures and cybersecurity safeguards. A distinctive feature of this firm is its scale per advisor: it manages roughly $242 million in discretionary assets with a single principal, a high AUM-per-advisor profile that is uncommon among supported firms. The firm also highlights flexible, negotiable fee arrangements and leaves proxy voting to clients, practices that may differ from many peers.

To learn more about the advisors currently working at Excelsior Investors, 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
Jason Good	Excelsior, MN	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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