A complete list of active advisors currently associated with Factor Investing Group

Warmer can help you find a great advisor at Factor Investing Group or one who fits your needs even better.

Factor Investing Group provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. The four‑advisor team manages roughly $349 million and constructs portfolios using ETFs and mutual funds as a core, supplementing those holdings with individual equities, closed‑end funds and fixed‑income instruments when appropriate. The firm’s investment approach is evidence‑based and factor‑oriented, integrating quantitative and statistical methods with fundamental analysis and macroeconomic assessment to inform asset allocation and selective factor tilts. Portfolios are generally long‑term and cost‑conscious, with models and optimization tools used as referential inputs while discretionary judgment guides rebalancing, tax management and client‑specific constraints. Noteworthy distinctions include the firm’s engagement of academic and research professionals in a non‑discretionary advisory role and an institutional custodian relationship that provides research, software and launch support—arrangements the firm discloses as potential conflicts. The brochure also explicitly highlights factor‑premium and model risk and states that quantitative outputs are intended to inform, not automatically determine, investment decisions.

To learn more about the advisors currently working at Factor Investing Group, 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.