A complete list of active advisors currently associated with Fratti Investment Management

Warmer can help you find a great advisor at Fratti Investment Management or one who fits your needs even better.

The firm provides discretionary investment supervisory services to private accounts, offering separately managed portfolios for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, banks and small businesses. It delivers bespoke portfolio management through written advisory agreements and treats cash as an asset class within client accounts. Its investment process is bottom‑up and fundamentals‑driven, focused primarily on U.S. exchange‑listed equities and informed by company filings, valuation, capital structure and identified investment catalysts. The firm describes a contrarian, concentrated “core” approach that is benchmark‑agnostic and seeks companies it believes have the potential to appreciate roughly 100% over a three‑to‑five‑year horizon. Notable distinctions include its recent formation as an employee‑owned, single‑portfolio manager firm whose principal is a CFA charterholder, and an explicit emphasis on small‑ and micro‑cap securities and concentrated positions that can lead to greater divergence from market benchmarks. The firm also does not accept proxy‑voting authority for client securities and documents formal policies on trade allocation, personal trading and conflict oversight.

To learn more about the advisors currently working at Fratti Investment Management, 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
Alexander Fratti	State College, PA	4

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