A complete list of active advisors currently associated with Fintelect AM, LLC

Warmer can help you find a great advisor at Fintelect AM, LLC or one who fits your needs even better.

Fintelect AM, LLC provides ongoing discretionary portfolio management to individuals, high‑net‑worth individuals, and investment companies, documenting client objectives and risk tolerances in an Investment Policy Statement and monitoring accounts regularly. The firm implements asset allocation, asset selection, and regular portfolio monitoring and may execute trades without prior client approval under its discretionary authority. The firm’s investment approach combines cyclical analysis, fundamental analysis, and modern portfolio theory, and it pursues a long‑term trading strategy across mutual funds, equities, fixed income, ETFs, and non‑U.S. securities. Fintelect AM prepares written IPSs, conducts at least quarterly reviews, and recommends a custodian to seek best execution while noting it does not aggregate block trades for multiple clients. Compared with many small independent advisers, a management person has a fund affiliation as a general partner of an entity named Fintelect Horizons LLC, an affiliation the brochure discloses while stating that the entity will not be offered to advisory clients. The firm also routinely includes non‑U.S. securities in client portfolios and discloses the currency, political, and regulatory risks of non‑U.S. investing, reflecting its service to a notable portion of non‑U.S. clients.

To learn more about the advisors currently working at Fintelect AM, 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.