A complete list of active advisors currently associated with Garlikov Advisors Inc
Warmer can help you find a great advisor at Garlikov Advisors Inc or one who fits your needs even better.
The firm provides discretionary and non-discretionary investment management primarily for individual clients, high net worth individuals, trusts, businesses, and select charities, overseeing roughly $208 million in client assets across about 161 accounts. It offers portfolio management for traditional accounts and specializes in managing assets inside variable universal life insurance contracts, as well as charitable asset management and customized portfolios for insurance clients. The firm's proprietary discretionary approach (the GARLIKOV Model) emphasizes capital preservation and conservative growth, with investment decisions made by an investment committee using technical indicators and fundamental analysis and generally holding positions longer than 30 days. For clients who choose customized strategies, the firm typically favors ETFs and index mutual funds, may employ a sector-rotation sleeve, and will tailor allocations subject to client restrictions and account minimums. Notably, the firm is affiliated with an insurance broker and is linked to insurance carriers, and its principal is dually licensed as a registered representative of a broker-dealer and as an insurance agent—relationships that are explicitly disclosed and can create potential conflicts of interest. These insurance and broker‑dealer affiliations, plus the focus on actively managing subaccounts inside variable insurance contracts and the firm’s membership in an M Financial Group network, distinguish it from many peers that do not combine advisory services with insurance brokerage and broker‑dealer registration.
To learn more about the advisors currently working at Garlikov 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.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 54
| |
Columbus, OH
| 27
| |
Columbus, OH
| 18
|
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