A complete list of active advisors currently associated with Family Investment Management L.P.

Warmer can help you find a great advisor at Family Investment Management L.P. or one who fits your needs even better.

Family Investment Management provides financial planning, consulting and investment management services to individuals (including high‑net‑worth clients), business entities, and pension and profit‑sharing plans. Offerings include retirement account and IRA rollover advice, estate and tax-related planning, and both discretionary and non‑discretionary portfolio management. The firm combines proprietary computer algorithms that generate buy‑and‑sell signals with active management, strategic and tactical asset allocation and Modern Portfolio Theory to set target mixes and manage risk. Investment implementation typically uses mutual funds and ETFs and may include variable annuities or variable life insurance, with trading activity that can range from modest to active depending on model signals. Noteworthy for a small independent adviser, the firm explicitly provides services to pension and profit‑sharing plans and operates with associated registered representatives and an outside compliance consultant while using LPL Financial for custody and platform support. Those affiliated relationships and receipt of platform or product compensation are disclosed in the brochure and represent potential conflicts of interest that clients are encouraged to consider when evaluating the firm.

To learn more about the advisors currently working at Family Investment Management L.P., 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
Philip Spencer	Carlsbad, CA	38

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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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