A complete list of active advisors currently associated with Metcalf Investment Management, LLC
Warmer can help you find a great advisor at Metcalf Investment Management, LLC or one who fits your needs even better.
Metcalf Investment Management, LLC provides discretionary portfolio management to individuals, trusts, estates and business clients and also serves qualified retirement plans. In addition to ongoing asset management, the firm offers ERISA plan services that include limited-scope 3(21) fiduciary advice, participant education and periodic plan monitoring. The firm tailors investment programs to each client’s documented objectives and constraints and uses a mix of fundamental, technical, charting and cyclical analysis across long- and short‑term strategies, with the potential use of options where appropriate. For retirement plan clients the firm assists with developing investment policy statements, monitoring investment options, and recommending qualified default investment alternatives while the plan sponsor retains final decision authority. Notably, the firm explicitly markets pension consulting and ERISA 3(21) services—capabilities that are uncommon among independent advisers of this type. The practice manages a modest number of client relationships and assets and is led by a principal with CFA credentials and prior experience in executive benefits and retirement consulting, which supports its plan-focused offerings.
To learn more about the advisors currently working at Metcalf Investment Management, 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 |
|---|---|---|
Atlanta, GA
| 14
|
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