A complete list of active advisors currently associated with Garnett Investment Strategies

Warmer can help you find a great advisor at Garnett Investment Strategies or one who fits your needs even better.

Primary Wealth Management, LLC dba Garnett Investment Strategies provides discretionary investment management and retirement‑plan consulting to individuals, trusts, estates, charitable organizations, corporations and employer retirement plans. The firm also assists clients in selecting and monitoring third‑party managers and offers access to Envestnet’s UMA, APM and mutual fund/ETF platforms. Garnett employs an active, total‑portfolio approach that combines fundamental, technical and cyclical analysis with a proprietary reversion‑to‑the‑mean model to tilt portfolios toward undervalued asset classes and styles. Accounts are typically managed on a discretionary basis, the firm acknowledges ERISA fiduciary responsibilities when advising plans, and it offers complimentary ongoing reviews of 529 accounts with trade‑only (Level 2) access. A noteworthy feature is the firm’s affiliation with Garnett Insurance Solutions, LLC; advisors are licensed to sell life and long‑term care insurance, may receive commission compensation (disclosed), and reportedly devote roughly 5% of their time to commission insurance activities, which the brochure identifies as a conflict of interest and discloses mitigation steps and additional client documentation. The brochure also discloses a solicitor relationship involving one referred account to CLS Investment, LLC that generates a continuing referral payment (0.80% annually) and that Envestnet bills and collects fees for clients on its platforms.

To learn more about the advisors currently working at Garnett Investment Strategies, 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
Paul Garnett	Beatrice, NE	50
Traci Garnett Froscheiser	Beatrice, NE	17

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