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

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

Fruth Investment Management is a fee-only registered investment adviser that provides professional portfolio management and, on a limited basis, financial planning for individuals, IRAs, trusts, foundations, and corporate clients. The firm reports approximately $415,175,563 in discretionary assets under management and manages about 173 client accounts. Portfolios are tailored to each client's objectives, with asset allocation and security selection driven by client needs and market conditions; equity exposure is obtained primarily through individual stocks rather than mutual funds or ETFs. The firm employs both fundamental and technical analysis (a principal is a member of the American Association of Professional Technical Analysts), typically holds investments long term with turnover around 5–7% annually, and does not trade options, futures, hedge funds, commodities or use margin. Distinctive operational features include a $500,000 account minimum (negotiable in some cases), a relatively large asset base per client given the firm’s client count, and a clear custodial practice recommending Charles Schwab while deducting fees directly from client accounts. The firm also maintains standing letters of authorization for third‑party transfers under SEC no‑action letter conditions and continues to honor legacy referral payment arrangements with Schwab for certain pre‑2007 clients.

To learn more about the advisors currently working at Fruth 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.