A complete list of active advisors currently associated with Hurwitz Associates, Inc.

Warmer can help you find a great advisor at Hurwitz Associates, Inc. or one who fits your needs even better.

Hurwitz Associates provides discretionary and non‑discretionary investment management primarily for individual and high‑net‑worth clients, delivering separately managed portfolios that account for each client's objectives and other outside assets. The firm also has licensed insurance representatives who may recommend and sell annuities and other insurance products as part of a client's planning options. The investment process places asset allocation at the center, using Modern Portfolio Theory implemented through individual securities and ETFs with exposure to international markets and occasional consideration of private or outside assets. Portfolios are managed with a long‑term, low‑turnover emphasis and clients are encouraged to participate in setting objectives and to designate a trusted contact for communication during times of stress or urgency. Notable differences from many peers include a small team led by a principal with decades of industry experience and professional investment credentials, and an internal continuity governance plan that relies on associated advisors voting to appoint an interim manager if principals become unavailable. The firm also discloses that it generally does not vote proxies on clients' behalf and that insurance‑licensed representatives may receive commission compensation, matters addressed in its conflict‑of‑interest and compliance policies.

To learn more about the advisors currently working at Hurwitz Associates, 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.