A complete list of active advisors currently associated with Independent Investment Advisors
Warmer can help you find a great advisor at Independent Investment Advisors or one who fits your needs even better.
The firm provides investment management and comprehensive financial planning for individuals, families, estates, trusts, and non‑investment businesses, and can work with individual, joint, retirement, trust, UTMA, and UGMA account types. Services described in the brochure include allocated portfolios, tactical and structured‑outcome strategies, one‑time and subscription planning, and assistance with transferring or managing held‑away accounts such as 401(k) participant and HSA accounts. Its investment approach emphasizes active screening and ongoing monitoring, using a mix of analysis techniques—fundamental, technical, chart, and cyclical—and a range of strategies from long‑term investing to short‑term trading, options, margin, and short sales where suitable. The firm conducts formal portfolio reviews at least annually, coordinates with clients’ other advisers (tax, estate, legal), and requires custody through institutional brokers (Interactive Brokers or Charles Schwab). Distinctive elements noted in the brochure include the use of a third‑party platform (Pontera) to facilitate discretionary management of held‑away defined‑contribution plan participant accounts and an explicit offering of structured‑outcome strategies and margin/options trading, which are less common among peers. The brochure also directs clients to third‑party resources (for example, the SEC adviser database) and details relationships with institutional custodians whose research and platform services the firm uses to support portfolio implementation.
To learn more about the advisors currently working at Independent 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.
Name |
Location |
Years of experience |
|---|---|---|
Hillsboro, OR
| 8
|
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