A complete list of active advisors currently associated with Hampel Investment Advisors

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

Hampel Investment Advisors provides investment management, retirement and financial planning, and consulting services to individuals and high-net-worth clients, and also advises corporate clients, pension and profit-sharing plans, and charitable organizations — client types the firm discloses that are less common among independent peers. The firm acts as a fiduciary for retirement accounts and typically charges advisory fees based on a percentage of assets under management. The adviser develops customized Investment Policy Statements and applies principles of Modern Portfolio Theory with diversified asset allocation, periodic rebalancing, and a mix of strategic and active asset-allocation techniques. Investment selection uses fundamental and technical analysis, favors individual securities and ETFs, and generally seeks to limit equity mutual funds to avoid layered fund fees; the firm may also engage sub-advisors for portions of client assets. Distinctive aspects include a relatively concentrated client roster managing roughly $110 million in discretionary assets for about 41 clients and a background in institutional and hedge-fund management reflected in the firm’s disclosures, which aligns with its work for institutional and charitable accounts. The firm maintains custodial relationships through an institutional broker program and discloses receipt of research and support services (soft-dollar arrangements) that could present potential conflicts of interest.

To learn more about the advisors currently working at Hampel Investment Advisors, 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.