A complete list of active advisors currently associated with Investment Dept.

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

The firm provides discretionary investment management and limited financial planning exclusively to a small number of the principal’s personal friends and family and is not accepting new advisory clients. Client assets are held at independent third-party custodians and managed under written discretionary agreements. Investment Dept. uses a goals‑based and risk‑based approach, typically implementing diversified portfolios with ETFs, mutual funds, U.S. equities, fixed income, and periodic rebalancing tailored to each client’s objectives and constraints. Advisory services are delivered on a no‑fee basis and the firm relies on custodial statements and third‑party execution (the firm generally recommends Interactive Brokers). The firm is notable among investment managers for serving individual friends‑and‑family clients rather than pooled vehicles or institutional mandates and operates at a small scale (about $180,010 in discretionary AUM as of 12/31/2025). The principal performs the advisory work part‑time outside a full‑time corporate role, maintains personal trading subject to a Code of Ethics, and emphasizes trade priority and disclosure to manage conflicts arising from personal relationships.

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