A complete list of active advisors currently associated with Market Investment Group, LLC
Warmer can help you find a great advisor at Market Investment Group, LLC or one who fits your needs even better.
Market Investment Group, LLC provides financial planning and portfolio management to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. In addition to discretionary portfolio management and financial planning, the firm’s associated persons are licensed to offer insurance products and the brochure discloses affiliated accounting, tax, and HR service entities that can be part of client engagements. The firm generally manages accounts on a discretionary basis and implements asset allocation and security selection through a sub-adviser model, relying on Foundations Investment Advisors LLC and third‑party model providers (including Morningstar Investment Management and BlackRock Solutions) for portfolio construction, trading, and back‑office support. Market Investment Group documents client objectives and risk tolerances, conducts account reviews at least annually, and will apply client‑imposed restrictions in writing. Compared with many peers, the firm’s disclosures highlight several uncommon practices: its advertising materials may include performance information (including hypothetical results), endorsements, testimonials, and third‑party ratings, and it discloses economic relationships with product sponsors that support marketing initiatives. The brochure also describes a structured, tiered service model that bundles advisory services with affiliated tax and legal offerings (Market Tax Services, LLC and an alliance with Eidelman Law Firm) and notes affiliated insurance agencies that provide commissionable insurance solutions.
To learn more about the advisors currently working at Market Investment Group, 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 |
|---|---|---|
Wichita, KS
| 10
| |
Wichita, KS
| 6
| |
Wichita, KS
| 0
| |
Wichita, KS
| 11
| |
Wichita, KS
| 10
| |
Wichita, KS
| 1
|
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