Investment Answers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investment Answers provides discretionary and non‑discretionary portfolio management primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship. Services cover a broad range of investments including mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), private equity funds, and insurance products such as annuities.
The firm implements three model portfolios (Conservative, Balanced, Growth) tailored to client goals, time horizon, and documented risk tolerance, and performs at least quarterly portfolio reviews while clients receive monthly custodian statements. Its investment process combines charting (technical) and fundamental analysis and includes both long‑term and short‑term trading strategies.
Notably, the firm maintains an unusually high number of client relationships per advisory professional (over 250 clients per advisor), which is atypical among peers and indicates a more model‑driven service delivery. The firm is also affiliated with an insurance business and discloses that its advisory personnel are licensed to recommend commissionable insurance products, a relationship it acknowledges as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.80% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.20% $2,000,001+: 1.00%
Main office
4205 Springhurst Boulevard, Suite 102
Louisville KY 40241
Advisors at this office
1
Most active in
Georgia · Indiana · Kentucky
Also doing business as
Investment Answers · Investment Answers Capital · Investment Answers Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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