A complete list of active advisors currently associated with Johnson & Shute Investment Advisors, Inc.

Warmer can help you find a great advisor at Johnson & Shute Investment Advisors, Inc. or one who fits your needs even better.

Johnson & Shute Investment Advisors provides investment management to individuals, pension and profit‑sharing plans, trusts, estates and business entities through model‑portfolio advisory services and periodic rebalancing. Client assets are managed on a non‑discretionary basis, and the firm discloses that it does not manage any discretionary accounts. The firm offers a series of model portfolios made up primarily of passively managed domestic and foreign equity and fixed‑income mutual funds; clients select the model that matches their risk tolerance and time horizon and the firm rebalances to the model targets. Fund selection emphasizes low cost and efficiency, and the firm describes a long‑term buy‑and‑hold approach informed by historical fundamental and technical analysis. What is distinctive is the firm’s primarily non‑discretionary, model‑driven operating model: clients choose the portfolio and sign a limited power of attorney that the firm says is only to implement agreed model trades, rebalance, execute client‑requested trades and collect fees. The firm is a small two‑advisor practice in which principals also perform compliance and portfolio management functions, concentrating oversight and decision‑making compared with larger advisory firms.

To learn more about the advisors currently working at Johnson & Shute Investment Advisors, 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.