Charlottesville, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Investor Fan
Team
Firm-wide stats for Investor Fan
About
Investor FAN provides investment management, financial consulting, and retirement plan advisory to individuals, high‑net‑worth clients, employer‑sponsored retirement plans, foundations, trusts and estates. The firm manages accounts on a discretionary basis and says it tailors portfolios to each client’s goals while coordinating with other advisors such as CPAs and estate attorneys.
The firm’s investment approach emphasizes Modern Portfolio Theory and uses fundamental, technical, cyclical and macroeconomic analysis when constructing portfolios; investments may include equities, fixed income, mutual funds, ETFs, options, margin and alternative investments. Investor FAN may access unaffiliated independent managers and programs, implements both long‑ and short‑term trades, and typically reviews accounts quarterly or more frequently as needed.
The brochure discloses that some Representatives are also licensed to sell insurance and may receive commissions, and that some Representatives may receive income for providing accounting services, each of which the firm acknowledges as potential conflicts of interest. Investor FAN is under common ownership with RIA Systems, LLC—which provides software, compliance and operational support—and it discloses receipt of transition and technology payments from its primary custodian (Charles Schwab) as an economic benefit.
Based on Investor Fan
Expertise
Based on Investor Fan
Location
409 First Street North
Charlottesville VA 22902
Advisors at this office
2
Advisors at this office
Margaret C
CFA®, Series 65
Charlottesville, VA
Investor Fan
Margaret Connelly is a CFA® charterholder and holds a Series 65 license with one year of experience in the financial industry. She has worked at Investor FAN, Visible Wealth Planning, and Equita Financial Network, Inc., and previously spent 15 years with the Georgia Retirement System. Prior to entering the financial field, she was a full-time homemaker for three years. Investor FAN is a team-based firm with 14 advisors that provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a multi-disciplinary investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.
Andrea S
Series 65
Charlottesville, VA
Investor Fan
Andrea Stiernstrand is a Series 65 licensed financial advisor with one year of industry experience. She is currently with Investor FAN and has previously worked at Visible Wealth Planning, Equita Financial Network, Inc., and Foxhaven Asset Management. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to clients’ goals.
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