A complete list of active advisors currently associated with Fulton Investment Advisers, Inc.
Warmer can help you find a great advisor at Fulton Investment Advisers, Inc. or one who fits your needs even better.
Fulton Investment Advisers provides portfolio management and financial planning services to a small client base that includes individual (non‑high‑net‑worth) clients as well as institutional entities. The firm also offers selection of other advisers as part of its service mix and implements investment strategies through ongoing account management. The firm generally manages client assets on a non‑discretionary basis, so clients retain primary authority over trade decisions and implementation. Fulton integrates financial planning into its advisory process and conducts periodic reviews to align investments with clients’ broader objectives. Fulton is identified in its ADV as affiliated with a law firm and as a lawyer or law firm, an uncommon organizational feature for firms without active SEC‑registered advisors and one that may affect how it coordinates legal and financial advice. The brochure also notes that the firm does not act as a private‑fund adviser and combines individual and institutional portfolio management with adviser‑selection services in a small‑scale practice.
To learn more about the advisors currently working at Fulton Investment Advisers, 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.
Name |
Location |
Years of experience |
|---|---|---|
Wauwatosa, WI
| 27
|
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