A complete list of active advisors currently associated with InvestmentPost Advisory

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

The firm provides discretionary and non-discretionary investment management to individuals, trusts, pension plans and other entities, focusing on portfolios made up of stocks, bonds, options, mutual funds and variable insurance products. It operates on a negotiated percentage-of-AUM fee basis and reports fee-based assets of roughly $2.2 million, serving a very small client base. Its investment process uses asset-allocation models alongside value-oriented strategies and market timing, and the brochure notes that frequent trading and individual stock recommendations can be part of its approach. Clients may impose written restrictions, discretion is granted only by signed agreement, accounts are reviewed monthly by phone with formal annual reviews and quarterly reports. The brochure discloses relationships and outside activities that are uncommon among similar small advisers: all advisors are Series 7 licensed and transact securities through an affiliated broker-dealer, the firm may receive placement compensation on initial asset transfers, and a partner role in an outside business is reported. It also states it does not maintain custody, does not vote client securities, and indicates a code of ethics “does not apply,” items that prospective clients may want to discuss further.

To learn more about the advisors currently working at InvestmentPost Advisory, 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.