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 to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering ongoing monitoring and asset selection. The firm also refers clients to third‑party advisers when appropriate and includes a broad set of investment vehicles—mutual funds, equities, fixed income, REITs, ETFs, annuities, private funds and private placements—in its recommendations. IAL combines fundamental, cyclical, technical analysis and modern portfolio theory to build portfolios and documents each client’s risk tolerance and time horizon in its IPS. The firm uses long‑term trading and may employ margin and options strategies, generally seeks discretionary trading authority, and conducts account reviews at least quarterly. Noteworthy for a firm of its size, IAL manages roughly 16 client relationships with about $18.3 million in advisory assets and operates without a stated account minimum while offering access to complex products such as hedge funds, private equity, venture capital and commodities. The firm requires use of Schwab Institutional for custody, does not aggregate (block) trades across clients, and accepts standing authorization arrangements that result in limited custody treatment under SEC guidance.
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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 6
| |
Cincinnati, OH
| 3
|
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