A complete list of active advisors currently associated with Featherstone Investment Advisory

Warmer can help you find a great advisor at Featherstone Investment Advisory or one who fits your needs even better.

The firm provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, and also offers pension consulting services for employee benefit plans such as 401(k)s. Services include creating written Investment Policy Statements, managing portfolios on a discretionary basis, and advising on plan-level matters like investment option selection and vendor recommendations. Its investment approach combines fundamental and technical analysis and generally focuses on mutual funds, ETFs, equities, and fixed income, while also employing long-term trading and options strategies where appropriate. The firm documents client risk tolerance in an IPS, conducts regular portfolio monitoring, and delivers custodian-backed reports at least quarterly with monthly internal reviews. What is distinctive is the explicit pension consulting practice — including written pension consulting plans, manager identification and monitoring, and recommendations for custodians and administrators — a service offered by a minority of independent advisers. The firm manages roughly $11.1 million across a limited number of client relationships, which the brochure indicates is structured to allow dedicated oversight of both individual portfolios and plan-level consulting.

To learn more about the advisors currently working at Featherstone Investment Advisory, 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.