A complete list of active advisors currently associated with Market Gauge Asset Management

Warmer can help you find a great advisor at Market Gauge Asset Management or one who fits your needs even better.

The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, corporations, and accredited investors. Its service offerings include an AUM model for traditional asset management, a Net Worth Model that bundles comprehensive tax, insurance, estate and cash‑flow planning, and pension plan fiduciary services (including 3(21)/3(38) options). Investment decisions are implemented through documented Investment Policy Statements and model portfolios, with discretionary trading authority for active trading models that emphasize stocks and ETFs. The firm uses a mix of methods — modern portfolio theory, fundamental and charting analysis, and cyclical analysis — and reviews accounts at least quarterly to rebalance and monitor risk. Distinctive for a team adviser of this size, the firm markets private alternative investment opportunities to accredited Net Worth clients and describes ongoing GP communications and reporting for those holdings without charging separate origination or monitoring fees. It also combines retirement‑plan fiduciary work with comprehensive Net Worth planning and discloses affiliations with a CPA practice and custodians such as Charles Schwab and Altruist, while stating it does not accept third‑party sales compensation or performance‑based fees.

To learn more about the advisors currently working at Market Gauge Asset Management, 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.