A complete list of active advisors currently associated with J.M. Hite Financial LLC
Warmer can help you find a great advisor at J.M. Hite Financial LLC or one who fits your needs even better.
J.M. Hite Financial LLC offers discretionary asset management alongside financial planning and consulting. The firm’s brochure states it charges percentage‑of‑AUM advisory fees and accepts discretionary trading authority, yet it currently reports no assets under management. The firm describes an investment approach based on fundamental analysis with a mix of long‑ and short‑term strategies and explicit use of options and other derivative instruments, including covered and uncovered option writing and spreading strategies. Accounts are reviewed at least quarterly for adherence to objectives, rebalancing opportunities, and tax‑loss harvesting, and the firm notes it implements trading on a discretionary basis. Noteworthy for this category, the brochure discloses the use of derivatives and option strategies in client accounts — a practice that is relatively uncommon among peer investment managers. The firm is newly formed and operated by a sole principal who also discloses outside real‑estate activities and ongoing non‑advisory employment that occupy a portion of their time.
To learn more about the advisors currently working at J.M. Hite Financial 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 |
|---|---|---|
Troy, PA
| 0
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