A complete list of active advisors currently associated with McDowell Associates Investments, LP

Warmer can help you find a great advisor at McDowell Associates Investments, LP or one who fits your needs even better.

McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Like many small supported advisers, it generally charges percentage-of-AUM fees and manages individualized portfolios guided by written Investment Policy Statements. The firm describes a long-term trading approach informed by charting, fundamental, technical, and cyclical analysis, and it offers both discretionary and non-discretionary arrangements. It also functions as a subadviser to other advisers and provides portfolio management for pooled vehicles, with client accounts reviewed at least annually by the firm’s lead reviewer. What is noteworthy is the firm’s outside-industry affiliations: principals hold ownership interests in an ETF manager (and act as portfolio managers for a publicly traded ETF) and have ties to a private metals fund manager/GP, and one principal is a licensed insurance agent—relationships the brochure discloses as potential conflicts of interest. The firm also notes it may receive fee-sharing or subadviser compensation when recommending third-party managers and that it will reduce its management fee pro rata for clients invested in the affiliated ETF, arrangements that are less common among peers.

To learn more about the advisors currently working at McDowell Associates Investments, LP, 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.