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

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

Fundamental Advisors, Inc. is a state-registered, solo independent investment adviser that provides portfolio management to individuals and high-net-worth clients, as well as pension, profit-sharing and other institutional plan sponsors. The firm offers discretionary and non-discretionary investment supervisory services, model portfolios, financial planning and consulting on an ongoing or project basis. The firm’s investment process emphasizes developing a written investment policy through personal discussions with each client and implementing asset-allocation and mutual fund/ETF analysis to align portfolios with stated objectives and risk tolerance. Model portfolios are managed to the model’s stated goal rather than customized on a security-by-security basis, and accounts are subject to periodic monitoring and client reviews; pension engagements include written IPS preparation, selection and monitoring of plan investment options, and educational workshops for self-directed plan participants under ERISA guidance. What is notable about the firm relative to many solo independents is its explicit pension consulting practice, which includes IPS drafting, investment vehicle selection and participant education—services that relatively few peers offer. The firm also discloses use of third-party service arrangements for trade processing and sub-advisory support on fixed-income accounts and that the principal may separately offer accounting services to clients, a relationship the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Fundamental 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.