A complete list of active advisors currently associated with Halter Ferguson Financial Inc
Warmer can help you find a great advisor at Halter Ferguson Financial Inc or one who fits your needs even better.
Halter Ferguson Financial is a fee‑only advisory firm that serves individuals, families, small businesses, trusts, charitable organizations and retirement plan clients, managing about $705 million for roughly 291 clients through a six‑adviser team. The firm offers tailored financial planning and discretionary portfolio management, along with selection and monitoring of third‑party managers and advisory services to a private investment fund. The firm’s investment process uses fundamental analysis and market research to develop a strategic asset allocation recorded in an Investment Policy Statement, after which Halter Ferguson typically manages accounts on a discretionary basis. For select clients it implements concentrated-position strategies and derivatives — including covered calls and other options use — and allocates to mutual funds, REITs, separate accounts, and private placements while conducting ongoing due diligence on outside managers. Halter Ferguson Financial is notable for its affiliation with LumaSenti LLC and its role as investment adviser and sponsor/organizer to the private fund LumaSenseye II, a relationship that creates performance‑based fee arrangements and related allocation considerations. The firm also runs a named concentrated‑account program for clients comfortable with non‑diversified risk and uses a third‑party held‑away platform to monitor and rebalance external retirement and HSA accounts without taking custody.
To learn more about the advisors currently working at Halter Ferguson Financial 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 |
|---|---|---|
Carmel, IN
| —
| |
Carmel, IN
| 20
| |
Carmel, IN
| 3
| |
Carmel, IN
| 1
| |
Carmel, IN
| 11
| |
Carmel, IN
| 2
|
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