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 is a small, independent advisory firm founded in 2020 and owned by a single advisor. It provides discretionary asset management, non‑custodial investment advice, and retirement plan (ERISA) services to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm tailors portfolios to each client’s stated objectives and constraints and operates under discretionary authority for managed accounts while offering separate non‑discretionary advisory engagements. Its investment process draws on a mix of fundamental, technical, charting and cyclical analysis and may include long‑ and short‑term positions, trading and options strategies, with periodic reviews and client reporting at least quarterly. A distinctive aspect of the firm is its pension consulting practice: it offers ERISA plan services and can act as a limited‑scope 3(21) fiduciary, assisting with investment policy statements, qualified default investment alternatives, participant education, monitoring of plan investments, and 408(b)(2) disclosures—services that are relatively uncommon among independent single‑advisor firms. The firm operates at a boutique scale (approximately $2.57 million in discretionary assets across a very small client base), reflecting direct oversight of both individual and plan engagements.

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
Casey Metcalf	Atlanta, GA	14

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