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 provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans. The firm prepares a written investment policy statement for each client and offers both discretionary and non‑discretionary account management. Its investment process combines fundamental, quantitative, technical analysis and modern portfolio theory to construct long‑term diversified portfolios of mutual funds, ETFs, equities and fixed income securities. The adviser documents client risk tolerance, seeks discretionary trading authority for many accounts, and may refer portions of client assets to third‑party managers while monitoring their performance. The firm is notable for formal affiliations with an accounting practice and with other investment advisers: its principals participate in an affiliated CPA firm that provides tax preparation and planning services, and the adviser receives fee‑sharing from select third‑party managers — relationships the brochure discloses and describes as managed conflicts. It also requires clients to use specified custodial/platform providers, maintains custody arrangements that permit direct fee deductions, and reports managing assets as well as advising on additional assets.

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.