A complete list of active advisors currently associated with ISC Financial Advisors
Warmer can help you find a great advisor at ISC Financial Advisors or one who fits your needs even better.
ISC Financial Advisors provides investment advisory services to both individual clients (including high‑net‑worth individuals) and institutional clients such as corporate pension and retirement plans. The firm offers continuous asset management, financial planning, retirement plan design and administration, and insurance advising, and manages approximately $1.55 billion in client assets across discretionary and non‑discretionary accounts with a team of ten advisors. The firm typically builds diversified portfolios using mutual funds and exchange‑traded funds and relies primarily on fundamental analysis, long‑term investing, and dollar‑cost averaging rather than market timing; clients may engage the firm for ongoing discretionary management or one‑time or modular financial plans. For retirement‑plan participant accounts ISC Financial Advisors can access and trade participant accounts through a third‑party order‑management platform under client authorization and implements trading authority via a limited power of attorney when agreed. A distinctive feature of the firm is that it is also licensed as an insurance agency and some associated persons sell insurance products, receiving separate commission compensation that is disclosed as a potential conflict of interest. The brochure also notes dual‑registration activity—some personnel act as registered representatives of a broker‑dealer—and describes custodial and third‑party arrangements (including use of a preferred custodian and a third‑party platform for participant accounts) that can affect execution, custody practices, and cybersecurity considerations.
To learn more about the advisors currently working at ISC Financial 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.
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