A complete list of active advisors currently associated with Jamerson-Crosby Investment Advisors LLC
Warmer can help you find a great advisor at Jamerson-Crosby Investment Advisors LLC or one who fits your needs even better.
Jamerson-Crosby Investment Advisors LLC provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm delivers individualized advice and portfolio oversight on a discretionary or non‑discretionary basis across securities such as stocks, bonds, mutual funds and options. The firm’s investment process combines quantitative and economic analysis to identify securities it considers undervalued and to establish long‑term asset allocation, with ongoing monitoring and rebalancing. While generally oriented toward long‑term investing, the brochure notes that the adviser may recommend shorter‑term trading and, when suitable for a client, strategies that include margin or short sales. Notably for a single‑advisor practice, the firm explicitly serves charitable and institutional‑type clients and states that services for nonprofit charitable organizations are provided free of charge. The owner’s Ph.D. in mathematics and concurrent role as a research scientist are described as underpinning the firm’s quantitative analytic approach.
To learn more about the advisors currently working at Jamerson-Crosby Investment Advisors 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 |
|---|---|---|
Detroit, MI
| 12
|
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