A complete list of active advisors currently associated with Inplay Global Advisors

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

InPlay Global Advisors is a sole‑proprietor investment advisory that provides non‑discretionary portfolio management, project‑based institutional advisory and referral services. The firm advises individuals, businesses and a range of specified real‑estate entities, offers real‑estate operations management, and assists entities with strategic transactions such as growth, sale or combination. The firm’s process centers on client suitability and investor profiling and, when requested, the creation of written investment policy statements; security analysis described in the brochure includes charting, fundamental, technical methods and proprietary model inputs. Accounts are managed on a non‑custodial basis, and the firm also offers project work billed on fixed or hourly terms and a formal referral program to introduce clients to private fund managers or third‑party advisers. Noteworthy for a firm of this size, an associated person serves as a registered representative and performs financial and operations functions for a broker‑dealer, and the firm discloses referral and other financial‑product arrangements and outside business activities (including entities that have filed Regulation D notices). The brochure also highlights an unusually broad potential client focus for a small manager—ranging from institutional, public and insurance entities to individual and high‑net‑worth clients—while reporting no assets under management as of the most recent filing.

To learn more about the advisors currently working at Inplay Global 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.