A complete list of active advisors currently associated with GA Advisors LLC
Warmer can help you find a great advisor at GA Advisors LLC or one who fits your needs even better.
GA Advisors LLC provides investment advice and discretionary portfolio management to individual clients, offering guidance on global equity and fixed income markets as well as on retirement accounts, 529 plans, annuities and related banking or lending matters for informational purposes. The firm describes its services as personalized to each client’s financial goals, risk tolerance and a written Statement of Investment Policy that becomes part of the advisory contract. The firm’s investment process is built around an asset-allocation model that is adjusted within agreed ranges for prevailing market conditions, and it employs both fundamental and technical analysis. Portfolios are typically implemented with mutual funds and ETFs, with individual securities purchased only in extraordinary situations, and the adviser also trades options and other market instruments as part of its market activities. Compared with many solo independent advisers, GA Advisors notes a regular program of paid external research, a stated policy of weekly account monitoring and quarterly client reporting, and the use of a single broker-dealer (Interactive Brokers) for all client transactions. The firm also reports no industry affiliations or custody of client funds and positions itself as a small, recently formed practice operating under a discretionary agreement documented by an Exhibit B investment policy.
To learn more about the advisors currently working at GA Advisors LLC, 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 |
|---|---|---|
Bridgewater, NJ
| 8
|
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