A complete list of active advisors currently associated with Haldorson & Pincombe Investment Advisors Inc.
Warmer can help you find a great advisor at Haldorson & Pincombe Investment Advisors Inc. or one who fits your needs even better.
Haldorson & Pincombe Investment Advisors, Inc. provides discretionary portfolio management and ongoing investment advice to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm manages roughly $19.5 million in discretionary assets and offers investment‑focused guidance on liabilities, cash flow and risk management without positioning itself as a full financial planning firm. The firm primarily employs fundamental analysis and implements a mix of long‑term holdings, occasional short‑term trades and infrequent trading, and may use margin when appropriate; portfolio decisions are guided by each client’s stated objectives, time horizon and risk tolerance. Accounts are reviewed at least quarterly and reporting is delivered through custodians, with the firm exercising discretion subject to any client‑imposed restrictions. Distinctive features include an unusually high number of client relationships relative to assets under management — the firm services more than 260 client accounts — and active insurance affiliations: supervised persons are licensed insurance agents who may recommend commissionable insurance products and may spend substantial time on those activities, a conflict the firm discloses and addresses. The firm also uses client‑directed brokerage arrangements, participates in a TradePMR custody program, and does not vote client proxies.
To learn more about the advisors currently working at Haldorson & Pincombe Investment 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 |
|---|---|---|
Duluth, MN
| 12
|
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