A complete list of active advisors currently associated with Levatus LLC
Warmer can help you find a great advisor at Levatus LLC or one who fits your needs even better.
Levatus LLC provides wealth advisory and investment management services to individuals, high net worth individuals, trusts and estates. The firm manages roughly $174 million for a modest client base and offers both discretionary and non‑discretionary portfolio management alongside comprehensive financial planning and consulting. The firm’s investment process is grounded in fundamental analysis and is primarily long‑term in orientation, with portfolios built from individual stocks, bonds, ETFs, mutual funds, REITs and, when appropriate, alternative investments. Engagements begin with a detailed, analytical risk‑tolerance assessment and include ongoing monitoring and the opportunity for clients to place reasonable restrictions on holdings. Notably, Levatus may employ short‑term margin borrowings and options contracts in client accounts, and the brochure indicates a willingness to use borrowing and derivatives where suitable—practices that are uncommon among peers in this category. The firm pairs this capability with a holistic “wealth counsel” approach that coordinates planning with outside specialists and leverages an institutional custodian platform to support its advisory services.
To learn more about the advisors currently working at Levatus 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 |
|---|---|---|
Boston, MA
| 29
| |
Boston, MA
| 8
|
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