A complete list of active advisors currently associated with Investments Plus LLC
Warmer can help you find a great advisor at Investments Plus LLC or one who fits your needs even better.
Investments Plus LLC provides discretionary portfolio management and pension consulting to individuals (including high‑net‑worth clients) and employer‑sponsored retirement plans. The firm documents each client's goals, time horizon, and risk tolerance in an Investment Policy Statement and focuses on asset allocation, selection, and regular portfolio monitoring across mutual funds, ETFs, equities, fixed income, REITs, annuities and select non‑U.S. securities. The firm’s investment approach combines fundamental analysis, modern portfolio theory and technical analysis, with a long‑term trading orientation and occasional use of margin when applicable. The sole advisor reviews accounts at least monthly, seeks to allocate investment opportunities fairly among clients, and provides monthly custodian reports and quarterly written statements. Distinctive features disclosed in the brochure include that the firm’s principal operates a separate rental‑property business managing five properties, an affiliation the firm notes in Item 10 that could present potential conflicts of interest. The firm does not use third‑party money managers, does not aggregate block trades for multiple clients (which may affect execution quality), and discloses receipt of custodial services and soft‑dollar benefits from certain custodians while permitting client‑directed brokerage.
To learn more about the advisors currently working at Investments Plus 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 |
|---|---|---|
Waco, TX
| 9
|
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