A complete list of active advisors currently associated with Karagosian Financial Services, Inc

Warmer can help you find a great advisor at Karagosian Financial Services, Inc or one who fits your needs even better.

Karagosian Financial Services, Inc. provides personalized financial planning and portfolio management primarily to individual investors and, less commonly for a firm of its size, to corporate entities, pension and profit‑sharing plans, and charitable organizations. The registered investment adviser manages both discretionary and non‑discretionary accounts for a small client base (about 52 clients) with roughly $26.8 million in assets under management. The firm constructs customized portfolios using a combination of fundamental and technical analysis and considers micro‑ and macroeconomic factors such as revenue growth, valuation multiples, GDP and tax policy. Strategies include growth, value and special‑situations investing; accounts are reviewed regularly, clients may impose investment restrictions, and recommended holdings typically include equities, bonds, mutual funds and ETFs with associated market and credit risks. Compared with many independent advisers, Karagosian Financial Services is organized as a corporation with a sole shareholder rather than operating as a typical sole proprietorship, and it explicitly serves corporate and charitable institutional clients in addition to individuals. The firm has ended dual registrations and does not derive commission income, maintains a formal Code of Ethics with trading controls, does not use soft‑dollar arrangements, and leaves proxy voting to clients.

To learn more about the advisors currently working at Karagosian Financial Services, 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.