A complete list of active advisors currently associated with Incomar Investments, LLC

Warmer can help you find a great advisor at Incomar Investments, LLC or one who fits your needs even better.

Incomar Investments, LLC provides discretionary wealth management and investment advisory services primarily to high‑net‑worth and individual clients, as well as trusts, small businesses, charitable organizations and retirement plan participants. Services include tailored investment planning, asset allocation and portfolio management, along with selection of both publicly traded and private/non‑traditional investments and access to a third‑party asset management platform through SEI. The firm manages client portfolios with a strategic asset allocation approach that combines fundamental and technical analysis and uses both passive ETFs and actively managed funds where appropriate. Portfolios are reviewed at least quarterly with continuous monitoring, and Incomar may execute discretionary trading and employ private placements, futures and currency instruments for suitable clients. Distinctive features include a small senior team—two advisors overseeing roughly $92 million in client assets—and a long operating history since 1997 with experience in commodity- and private-investment structures that are less common at this size. The firm does not accept product‑sales compensation, generally recommends Schwab Institutional custody while prohibiting client‑directed brokerage, and maintains documented policies for proxy voting, solicitor referrals and business continuity.

To learn more about the advisors currently working at Incomar Investments, LLC, 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.