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 investment advice and ongoing portfolio management primarily to individual clients—including high‑net‑worth individuals—and to pension and profit‑sharing plans. The firm also offers standalone financial planning (added in a recent update) and prepares written Investment Policy Statements to align portfolios with clients’ goals, time horizons, and documented risk tolerances. The firm’s investment process blends fundamental analysis, modern portfolio theory, quantitative techniques and technical analysis and typically follows a long‑term trading approach; it generally seeks discretionary authority to implement the agreed strategy. When appropriate it will select or refer portions of client assets to third‑party money managers and performs due diligence and ongoing performance review of those managers. Notable for a firm of its size, Fry is affiliated with other investment advisers (it may direct clients to firms such as Beacon Capital Management and receives a disclosed fee share for those referrals) and is also affiliated with an accounting firm that provides tax return preparation, tax planning, bookkeeping, payroll and non‑investment financial planning services. The brochure discloses these relationships as potential conflicts of interest and indicates the firm manages roughly $27.0 million in discretionary assets while overseeing an additional approximately $13.6 million in assets under advisement.

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.