A complete list of active advisors currently associated with Executive Investment Services, LLC

Warmer can help you find a great advisor at Executive Investment Services, LLC or one who fits your needs even better.

Executive Investment Services provides ongoing asset management and financial planning to individual clients, including high-net-worth households, as well as consulting services for small- and medium-sized businesses. Services described in the brochure include discretionary portfolio management, retirement-plan rollover advice with ERISA/IRC fiduciary considerations, and one-time or project-based business consulting engagements. The firm constructs individualized portfolios using individual stocks, bonds and exchange-traded funds and applies both strategic and tactical asset-allocation approaches with periodic rebalancing and at least annual client reviews. Accounts are generally managed on a discretionary basis, the firm may engage sub‑advisers (none currently), and it requires custody of client assets at Schwab Institutional for execution and reporting. What is uncommon about the firm is its dual advisory and insurance activity: the managing member and advisory representatives are licensed insurance agents and own affiliated insurance and executive-benefit businesses, and the brochure discloses that insurance products may be sold for commissions. The firm also combines investment management with consulting on tax mitigation, business valuation, succession and executive compensation, a mix of services and affiliations that the firm notes can create conflicts of interest and which it says it manages through disclosure and internal policies.

To learn more about the advisors currently working at Executive Investment Services, 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.