A complete list of active advisors currently associated with Loop Investment Advisors LLC

Warmer can help you find a great advisor at Loop Investment Advisors LLC or one who fits your needs even better.

Loop Investment Advisors LLC provides portfolio management and related financial planning services primarily for pooled investment vehicles, corporations and high‑net‑worth clients, emphasizing tailored Investment Policy Statements and ongoing portfolio monitoring. The firm documents clients’ goals, tax considerations and risk tolerance and delivers regular account reporting through custodians. LOOP’s investment process combines multiple analysis methods — including charting, fundamental and quantitative analysis and modern portfolio theory — and may employ long‑ and short‑term trading, options, margin and short sales as part of its strategies. The firm tailors allocations (including model allocations), conducts at least quarterly reviews, and provides monthly account reports from custodians. What distinguishes LOOP from many peers is the principal’s multiple industry roles and affiliated entities disclosed in the brochure: the firm’s designated principal is a registered representative of an affiliated broker‑dealer (RCM Securities), is an attorney, and is connected with related businesses such as RCM Risk Advisors and RCM Alternatives and several fund‑related entities. The brochure discloses these relationships (and related conflicts of interest) and notes procedural safeguards the firm follows (for example, documenting conflicts, limited custody via standing letters of authorization, and allowing both performance‑based arrangements and alternative billing in limited circumstances).

To learn more about the advisors currently working at Loop Investment Advisors 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.