A complete list of active advisors currently associated with Institute of Trade Management

Warmer can help you find a great advisor at Institute of Trade Management or one who fits your needs even better.

The Institute of Trade Management serves individuals (including high-net-worth clients), corporate pension and profit-sharing plans, charitable and nonprofit institutions, and corporations. The firm provides financial consulting and investment advice and also offers litigation support, treasury and cash-management consulting and broader management consulting services. Advice is customized to each client’s goals, with security selections analyzed for fundamental attributes and occasional use of technical analysis for timing. Fees are negotiated at engagement (hourly, project, or ongoing annual arrangements) rather than charged as a percentage of assets under management; the firm does not take custody of client assets or exercise trading discretion and is not affiliated with brokers or product providers. Compared with many peers, the firm’s client roster explicitly includes charitable organizations and nonprofits and it regularly provides non-investment services such as litigation support and treasury consulting. The firm discloses it receives no transaction-based compensation, maintains a written code of ethics, and monitors employee trading to address potential conflicts of interest.

To learn more about the advisors currently working at Institute of Trade Management, 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
David Kubicek	Farmington Hills, MI	15

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