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

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

Investment Initiatives, LLC provides fee-only advisory services to individuals and high-net-worth clients as well as a range of institutional and nonprofit clients, including banks and thrift institutions, credit unions, private foundations, charitable organizations, and pension or profit-sharing plans. Its services include ongoing portfolio management, pension consulting (including for 401(k) plans), and financial planning tailored to each client’s goals and circumstances. The firm develops written Investment Policy Statements and offers both discretionary and non-discretionary management, constructing portfolios using exchange-traded funds, equities, bonds, certificates of deposit, mutual funds and other securities. Its investment process combines fundamental, technical, charting and cyclical analysis and may employ options and margin transactions as part of its strategies, with client risk tolerances documented and reviewed regularly. Compared with many independent advisers, Initiatives’ client mix notably includes banking institutions, charitable organizations and pension plans and it provides ongoing pension consulting rather than only individual wealth management. The firm manages client assets internally rather than selecting third-party advisers, and its combination of in-house pension work with active trading tools (options and margin) and technical analysis distinguishes its approach from many peers.

To learn more about the advisors currently working at Investment Initiatives, 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
Dennis Brown	Alexandria, VA	16

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