A complete list of active advisors currently associated with MBI LLC

Warmer can help you find a great advisor at MBI LLC or one who fits your needs even better.

MBI LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, retirement plans and not‑for‑profit organizations, managing about $317 million across roughly 191 client accounts with a team of 10 advisors. The firm offers ongoing discretionary and non‑discretionary investment management and prepares an Investment Policy Statement for each client to document goals, risk tolerance and constraints. The firm’s investment process combines fundamental and technical analysis with modern portfolio theory to build diversified portfolios that primarily use mutual funds and ETFs (including precious‑metals ETFs), public REITs, TIPS and select non‑U.S. securities. MBI typically seeks discretionary trading authority, recommends Schwab Institutional for custody, and includes financial planning as part of its asset‑based management arrangements for clients with assets under management. The brochure discloses that MBI LLC is wholly owned by CBM, an accounting, tax and advisory firm, and that its investment advisors are employees of CBM, a relationship the firm identifies as a potential conflict of interest while noting clients are not required to use CBM’s services. Unusual for peer firms of this size, MBI maintains multiple offices, issues periodicals and offers educational seminars or workshops, and its advertising incorporates testimonials and references to third‑party ratings.

To learn more about the advisors currently working at MBI 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.