A complete list of active advisors currently associated with Labrador Investments, LLC

Warmer can help you find a great advisor at Labrador Investments, LLC or one who fits your needs even better.

Labrador Investments LLC provides continuous discretionary and non‑discretionary investment management and financial planning primarily for individuals, individual retirement accounts and trusts, serving retirees transitioning to income needs as well as younger clients focused on growth. The firm also offers limited estate‑planning advice and, through its affiliate Anita L. Eisthen, CPA, LLC (d/b/a Eisthen & Associates), prepares clients’ income tax returns for a fee. The firm uses a written Investment Policy Statement for each client that is reviewed at least annually and typically implements diversified, income‑focused portfolios for retirees and risk‑aligned growth strategies for non‑retirees, with long‑term purchases as its principal trading approach. Accounts are generally domiciled at Charles Schwab & Co., Inc., and fees are charged on an asset‑based basis and billed in arrears. Labrador is led by its founder, Anita L. Eisthen, who serves as the sole investment policymaker and holds both CFA and CPA credentials, a combination the brochure highlights as part of the firm’s investment and tax capability. The brochure also discloses a referral compensation arrangement (a 25% fee share paid to Marianne D. Woodburn for initial referrals) and notes that a team member receives insurance commissions outside the firm, although the firm itself does not sell insurance.

To learn more about the advisors currently working at Labrador Investments, 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.