A complete list of active advisors currently associated with Fry Investment Advisors, Inc.

Warmer can help you find a great advisor at Fry Investment Advisors, Inc. or one who fits your needs even better.

Fry Investment Advisors, Inc. provides ongoing portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans. The firm prepares individualized Investment Policy Statements, monitors portfolios, and may refer clients to third‑party advisers for management of all or a portion of assets. The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative and technical analysis and generally implements long‑term trading and model allocations tailored to each client’s risk tolerance; FIAI typically manages accounts on a discretionary basis and documents client constraints and objectives in an IPS. It uses common instruments such as mutual funds, ETFs, equities, fixed income and Treasury inflation‑protected securities and may place portions of client assets with third‑party managers (for example, Beacon Capital Management) under negotiated referral arrangements. FIAI is atypical among peers in its formal affiliations: it is affiliated with an accounting firm (Fry & Associates, CPAs, Inc.), whose professionals provide tax preparation, tax planning and related financial planning services, and it discloses fee‑sharing relationships with other registered advisers, which can create conflicts of interest that the firm says it manages and discloses. The firm reports approximately $27.0 million in discretionary assets under management and an additional $13.6 million under advisement, and it requires use of specified custody platforms (including Schwab and Betterment Institutional), factors prospective clients may want to consider when evaluating custody and potential conflicts.

To learn more about the advisors currently working at Fry Investment Advisors, Inc., 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.