A complete list of active advisors currently associated with Iris Advisors

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

Iris Advisors, LLC provides investment supervisory services and portfolio management to a mix of individual clients (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, and corporations. Advice covers a broad array of securities—including listed and over-the-counter equities, debt instruments, mutual funds, government securities and options—and clients receive regular account statements and trade confirmations. The firm’s research methods include fundamental, cyclical and technical analysis, drawing on SEC filings, company reports, third-party research and financial press; implementation strategies emphasize long-term holdings while permitting occasional short-term trades and infrequent use of margin. Accounts are reviewed at least quarterly against each client’s stated objectives, and the firm may act on discretionary trading authority where authorized. What is atypical for a small independent advisor is the explicit servicing of pension/profit-sharing plans and institutional clients alongside individual accounts; as of 12/31/2024 the firm reported roughly $9.47 million in discretionary assets and $14.25 million in non-discretionary assets. The firm participates in Charles Schwab’s institutional custody program, discloses a written code of ethics and proxy-voting procedures, and reports no outside financial industry affiliations.

To learn more about the advisors currently working at Iris Advisors, 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.