A complete list of active advisors currently associated with Feldman, Ingardona & Co

Warmer can help you find a great advisor at Feldman, Ingardona & Co or one who fits your needs even better.

Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high‑net‑worth individuals and families, as well as institutions, trusts, pension and business entities, with a typical minimum account size of $5 million. The firm offers discretionary and non‑discretionary portfolio management focused on organizing portfolios, setting long‑term strategic asset allocation, selecting investment managers and monitoring performance. Investment decisions are guided by a long‑term strategic allocation framework with the option for tactical shifts informed by fundamental and technical analysis; implementation is mainly through mutual funds and exchange‑traded funds using both active and passive managers. Portfolios are reviewed at least quarterly, and clients receive written performance reports that compare portfolio and manager returns to benchmarks and peer groups. Distinctive features for a firm of this team size include unusually high assets under management per advisor and ownership of an affiliated tax return preparation company, along with insurance licensure that permits insurance product transactions. The brochure discloses these affiliations and describes conflict‑management practices (including disclosure of insurance commissions and encouragement that clients evaluate other tax providers); the firm also emphasizes investment management rather than standalone financial planning and does not target non‑high‑net‑worth individual clients.

To learn more about the advisors currently working at Feldman, Ingardona & Co, 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.