A complete list of active advisors currently associated with Investry, LLC

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

Investry, LLC is a state-registered independent investment adviser managing roughly $9.63 million in discretionary assets for a small client base (13). The firm provides discretionary portfolio management alongside project-based and ongoing comprehensive financial planning, and it also offers tax return preparation services coordinated with third-party accounting providers. The firm generally implements client portfolios using a passive investment approach—constructing asset-class allocations with index mutual funds and ETFs—while incorporating fundamental and cyclical analysis to inform risk assessment and occasional security selection. Clients can request socially responsible strategies; when doing so the firm may build portfolios using ESG-focused funds or individually selected securities, relying on third‑party research and client-specific investment policy statements. Noteworthy for a solo independent adviser of this size, the firm combines traditional planning and passive management with ancillary services such as tax preparation and the principal’s involvement in a privately managed family investment vehicle, arrangements disclosed in the brochure. The firm also discloses its custodial relationship that affords institutional support and certain soft-dollar benefits used to assist in servicing client accounts.

To learn more about the advisors currently working at Investry, 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.