A complete list of active advisors currently associated with Investment Strategies, L.L.C.
Warmer can help you find a great advisor at Investment Strategies, L.L.C. or one who fits your needs even better.
Investment Strategies, LLC provides comprehensive portfolio management and integrated financial planning to individuals, high‑net‑worth clients, and business entities. The firm manages about $76.7 million on a discretionary basis for roughly 22 clients and generally charges fees based on assets under management. The firm applies a combination of fundamental, technical and cyclical analysis and implements both long‑ and short‑term strategies, including trading, margin use, short sales and a range of option strategies; accounts are reviewed at least monthly. Financial planning and consulting — covering retirement, estate, tax, education, corporate structure, real estate analysis, mortgage/debt and insurance evaluations — are included as part of the comprehensive portfolio management service. What is distinctive is the firm’s explicit use of derivatives and option strategies within separately managed accounts, alongside margin and short‑selling, which is uncommon for similarly sized supported firms. The advisory team also operates as registered representatives and licensed insurance agents, and includes credentialed professionals (a CPA with a Personal Financial Specialist designation and a Registered Social Security Analyst), indicating the firm blends tax, Social Security optimization and insurance capabilities with its portfolio management.
To learn more about the advisors currently working at Investment Strategies, L.L.C., 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 |
|---|---|---|
Corpus Christi, TX
| 26
| |
Corpus Christi, TX
| 21
|
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