A complete list of active advisors currently associated with Mark Monreal & Associates
Warmer can help you find a great advisor at Mark Monreal & Associates or one who fits your needs even better.
Mark Monreal & Associates provides discretionary investment supervisory services, written financial plans, and project-based consulting to individuals (both high‑net‑worth and non‑HNW), pension and profit‑sharing plans, charitable organizations, and small businesses. Engagements typically begin with client interviews to establish objectives and an investment policy statement that guides ongoing portfolio management. The firm emphasizes asset allocation as the primary determinant of portfolio risk and return, implementing diversified global equity exposure intended to capture equity, value, and small‑company risk premiums alongside short‑term, high‑quality fixed income. Portfolios are constructed primarily with institutional‑share mutual funds and ETFs, monitored continuously, and reviewed at least quarterly for rebalancing and alignment with client goals. Distinctive aspects of the firm include an affiliation with a licensed real estate brokerage and the principal’s background in real estate sales, insurance, and prior broker‑dealer registrations, which informs advice on real estate and insurance‑related products in addition to securities. The firm also works with charitable organizations and provides pension consulting and expert‑witness consulting services—areas that are less common for firms of similar asset size.
To learn more about the advisors currently working at Mark Monreal & Associates, 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 |
|---|---|---|
Austin, TX
| 10
|
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