A complete list of active advisors currently associated with InvestGro LLC

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

Investgro LLC provides discretionary and non-discretionary asset management alongside financial planning and consulting services, including full financial plans, topic-specific consultations, and an ongoing planning program with monthly workshops and quarterly updates. The firm reports about $934,000 in discretionary assets under management across 17 clients and does not impose an account minimum. Investment decisions are based on fundamental analysis and portfolio theory (including modern and post-modern approaches) and use Monte Carlo techniques for planning, with portfolios tailored to each client’s goals, time horizon, and risk tolerance. Clients may authorize discretionary trading or retain approval for each transaction, custody is facilitated through Altruist, and advisory fees are billed in advance according to the investment advisory agreement. Noteworthy features for a supported firm of this size include the emphasis on ongoing client education—monthly workshops and a program that includes asset management at no additional cost for clients with under $250,000 in assets under management—and a small, boutique scale of operations. The firm does not aggregate trades across accounts, does not vote client proxies (clients receive proxies directly), and its principal is a CFP® professional, reflecting a planning-oriented practice.

To learn more about the advisors currently working at InvestGro 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.