A complete list of active advisors currently associated with Forty Three Eighteen Advisors, LLC

Warmer can help you find a great advisor at Forty Three Eighteen Advisors, LLC or one who fits your needs even better.

Forty Three Eighteen Advisors provides ongoing portfolio management and financial planning to a mix of clients that includes individuals and high‑net‑worth households as well as charitable organizations, pension and profit‑sharing plans, and corporate/business clients. The firm documents client goals and constraints in an Investment Policy Statement and delivers financial planning on an hourly basis where requested. The firm’s investment process draws on multiple methods of analysis — including fundamental, technical, charting, cyclical and economic reviews — and employs both long‑term and short‑term trading strategies, with the occasional use of options and outcome‑oriented (buffer) ETFs. FTEA generally requests discretionary trading authority, conducts at least annual account reviews, and relies on custodial account statements for client reporting. What distinguishes this adviser from many independent peers is its willingness to offer performance‑based fee arrangements for qualified clients and to manage both performance‑based and traditional fee accounts concurrently, a practice the brochure identifies as a potential conflict and describes procedures to mitigate. The brochure also notes the firm serves several less common client types for its peer group (charitable, pension/profit‑sharing, and corporate clients) and discloses that the adviser does not accept proxy‑voting responsibilities unless otherwise agreed in writing.

To learn more about the advisors currently working at Forty Three Eighteen Advisors, 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.