A complete list of active advisors currently associated with Majority Asset Management, Inc.
Warmer can help you find a great advisor at Majority Asset Management, Inc. or one who fits your needs even better.
Majority Asset Management provides discretionary investment management to individuals (primarily high‑net‑worth households), trusts, estates, and charitable organizations. Services center on portfolio construction and ongoing advice across individual equities, fixed income, mutual funds, and ETFs, with compensation based on asset‑based advisory fees rather than commissions. The firm tailors investment policy through personal discussions and implements portfolios on a discretionary basis, employing fundamental, technical, and cyclical analysis with a predominantly long‑term orientation and occasional shorter‑term trades. Client accounts are monitored regularly (generally quarterly) and the firm discloses and manages conflicts of interest in accordance with its fiduciary obligations for retirement accounts. Compared with many independent advisers, the firm’s client mix notably includes charitable organizations, a client type less commonly served by peers, and it offers limited trustee/executorship and custody arrangements that are subject to independent surprise examination. Leadership brings senior industry credentials (including the CFA and an MBA), the firm operates on a fee‑only basis without commission arrangements, and it leaves proxy voting to clients.
To learn more about the advisors currently working at Majority Asset Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sag Harbor, NY
| 7
|
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