A complete list of active advisors currently associated with MD Investment Advisors

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

MD Investment Advisors serves individual investors, trusts, and corporate or business pension plans, providing portfolio management and investment supervisory services through one-on-one consultations and ongoing account oversight. The firm reports roughly $34.47 million in assets under management, with a mix of discretionary and non-discretionary accounts. The firm’s investment approach blends long-term equity positions and sector-focused ETFs with option-based techniques such as covered call writing and buying puts, and it uses loss limits and quantitative measures (e.g., price-to-earnings ratios) to help manage downside risk. Advice and portfolio implementation are delivered through scheduled and unscheduled consultations, and accounts are managed on both discretionary and non-discretionary bases depending on client agreements. Notable operational features include principals with broker-dealer registrations and the provision of ancillary services — insurance sales and tax-preparation — that may generate commissions separate from advisory fees, a potential source of conflict of interest disclosed in the brochure. The firm also maintains custody for direct fee deduction, does not aggregate client trades, and reports that it does not accept soft-dollar benefits or permit directed brokerage, which can affect trade execution and reporting practices.

To learn more about the advisors currently working at MD Investment 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.