A complete list of active advisors currently associated with Fenwick Investments, LLC
Warmer can help you find a great advisor at Fenwick Investments, LLC or one who fits your needs even better.
Fenwick Investments, LLC provides investment supervisory services, financial planning, and referrals to third‑party money managers for individuals, charitable organizations, corporations, institutions and pension plan participants. The firm prepares an Investment Policy Statement for each client and manages portfolios across mutual funds, equities, bonds, ETFs and other pooled vehicles, with financial planning offered on an hourly basis. Fenwick’s investment process emphasizes fundamental analysis and a long‑term trading approach, documenting each client’s risk tolerance and time horizon and commonly operating under discretionary authority to implement portfolio decisions. The firm recommends Charles Schwab & Co., Inc. Advisor Services as custodian and requires clients to use its recommended custodian; it also may direct clients to third‑party managers and receive a disclosed fee‑share for those referrals. Notable features compared with peers include the principal’s licensure as an insurance agent and mortgage loan originator, which enables the firm to offer commissionable insurance products alongside advisory services and is disclosed as a potential conflict of interest. The firm’s client base and services include pension plan participants and pension‑related consulting and referrals — activities that are less common among independent advisers of this size.
To learn more about the advisors currently working at Fenwick Investments, LLC, 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 |
|---|---|---|
White River Junction, VT
| 19
|
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