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.

Featherstone Investment Advisory provides ongoing portfolio management and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm manages about $11.1 million in client assets across a small client base and delivers services that include tailored Investment Policy Statements and discretionary implementation of client portfolios. The firm documents client goals, time horizons, and risk tolerances in written Investment Policy Statements and uses both fundamental and technical analysis to inform asset allocation and security selection. Investment strategies emphasize long‑term trading and may include options trading, with typical investments limited to mutual funds, equities, fixed income and ETFs. A distinctive feature of the firm is its pension consulting practice, which includes creating written pension consulting plans, recommending and monitoring money managers and other plan service providers — services that are less common among similarly sized independent advisers. As a recently established, small advisory firm, it combines that pension work with active management for a limited number of clients, resulting in more direct advisor involvement and discretionary authority over account trades.

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.