A complete list of active advisors currently associated with Melissa Matson LLC
Warmer can help you find a great advisor at Melissa Matson LLC or one who fits your needs even better.
The firm provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals (including high-net-worth individuals), investment companies, and pension or profit-sharing plans. Services include developing client-specific Investment Policy Statements, asset allocation and selection, regular portfolio monitoring, and the selection or referral to third-party money managers. Investment decisions draw on multiple methods of analysis—charting, fundamental, technical, cyclical and quantitative approaches as well as modern portfolio theory—and are implemented with a long-term trading orientation while aligning portfolios to documented risk tolerance and time horizon. Accounts are reviewed at least quarterly and the firm does not exercise trading discretion on client accounts; custodians provide regular account statements to clients. Noteworthy for an independent, solo adviser, the principal is also a licensed insurance agent and the brochure discloses the firm may offer commissionable insurance products, creating potential outside-compensation conflicts that are disclosed to clients. The firm also routinely refers clients to third‑party platforms (notably Orion Portfolio Solutions and AE Wealth Management) and receives compensation through those arrangements, and the brochure discloses a prior 2005 insurance-related regulatory stipulation.
To learn more about the advisors currently working at Melissa Matson 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.
Name |
Location |
Years of experience |
|---|---|---|
Henderson, NV
| 28
| |
Henderson, NV
| —
| |
Henderson, NV
| 3
|
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