A complete list of active advisors currently associated with John Moore & Associates Inc

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John Moore & Associates is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, foundations, and other institutions through separately managed accounts and program platforms. The firm delivers personalized asset management across equity, fixed‑income, income, alternatives, and balanced strategies tailored to client objectives and risk tolerances. JMA combines proprietary quantitative equity models, multi‑blend asset allocation models, and a range of strategy portfolios — including concentrated dynamic equity, laddered managed bond portfolios with municipal customization, income-focused and alternatives models, and a crypto strategy allocating to ETFs, miners, and sector companies. It also offers Biblically Responsible Investing (BRI) when clients request values‑based screening, and its model-driven buy/sell disciplines can produce higher cash allocations or concentrated, uneven performance periods in certain strategies. Distinctive features disclosed in the brochure include an outsourced Chief Investment Officer arrangement that provides research and portfolio guidance but is paid by the firm out of client advisory fees and involves a familial affiliation with an owner, a conflict the firm documents and monitors. The firm also discloses that cash and cash equivalents are generally included when calculating advisory fees, uses third‑party subadvisors for fixed‑income sourcing with embedded compensation arrangements, and previously participated in the SEC share‑class disclosure initiative to refund certain mutual fund fees to clients.

To learn more about the advisors currently working at John Moore & Associates Inc, 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.