A complete list of active advisors currently associated with Matune Basile Advisors

Warmer can help you find a great advisor at Matune Basile Advisors or one who fits your needs even better.

Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses and employer‑sponsored retirement plans. The firm offers customized portfolios and plan‑level services that include participant education and investment oversight for plan sponsors. Portfolios are constructed primarily for a long‑term horizon using mutual funds, ETFs, stocks and bonds, and the firm applies a mix of fundamental, technical, cyclical and charting analysis to inform investment decisions. The advisor may employ options and other derivatives within separately managed accounts and will rebalance or trade more actively as needed for tax reasons, risk management, or tactical adjustments. The firm manages about $342.6 million for roughly 245 clients with a small advisory team and maintains an institutional custody relationship that provides technology and operational support. Matune Basile acts as an ERISA fiduciary for retirement plans, retains proxy‑voting authority, and may introduce clients to a Schwab Bank pledged‑asset line of credit, practices disclosed in its written policies addressing conflicts of interest and personal trading.

To learn more about the advisors currently working at Matune Basile Advisors, 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.