A complete list of active advisors currently associated with Investment Analytics, LLC

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

Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm delivers ongoing discretionary and non-discretionary portfolio management, prepares written Investment Policy Statements, and may refer clients to third‑party managers while also offering discrete hourly consulting engagements. The firm’s investment process draws on cyclical and technical analysis, fundamental research, and modern portfolio theory, and it employs strategies that include long‑term investing as well as the use of margin and options (including uncovered option strategies). Portfolios are primarily equity‑focused but may include mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, hedge funds, private equity/venture capital, commodities and private placements; the adviser also emphasizes regular monitoring and seeks “best execution” through its chosen custodian relationship. Noteworthy features relative to peers include a small advisory team managing a compact client base and assets, a requirement that client accounts be held at Schwab Institutional (with attendant access to Schwab research and custodial services), and the firm’s practice of not aggregating trades for multiple clients. The firm also discloses that it may be deemed to have limited custody when fees are deducted or when acting as trustee, and that it charges its standard advisory fee in addition to any fees charged by third‑party managers it recommends.

To learn more about the advisors currently working at Investment Analytics, 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.