A complete list of active advisors currently associated with Measured Strategies LLC

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

Measured Strategies LLC provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and — when requested — tax preparation services to individuals and high net worth individuals. The firm reports approximately $26 million in assets under management across 13 client accounts and is operated by two advisors. Measured Strategies documents client Investment Policy Statements and typically seeks discretionary trading authority, using cyclical, fundamental, quantitative and technical analysis and both long- and short-term trading. The firm invests across a broad set of instruments — including mutual funds, ETFs (notably precious metal ETFs), fixed income, real estate funds, hedge funds, private equity, private placements, venture capital and commodities — and recommends Interactive Brokers as a custodian while noting potential receipt of broker-provided research or services. Noteworthy features include the availability of standalone tax preparation alongside planning and advisory services and a tiered advisory fee approach tied to the portfolio’s allocation to investment-grade bonds rather than solely account size. The combination of a small client roster with access to alternative and private-market investments and an active, broker-focused custody relationship is less common among similarly sized supported advisers.

To learn more about the advisors currently working at Measured Strategies 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.