A complete list of active advisors currently associated with Metric Financial, LLC
Warmer can help you find a great advisor at Metric Financial, LLC or one who fits your needs even better.
Metric Financial serves individual and high-net-worth clients as well as select charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, comprehensive ongoing planning, and group educational seminars or speaking engagements. The firm reports discretionary portfolio management and financial planning services tailored to each client’s investment policy and objectives. Investment approach centers on passive investment management, building diversified portfolios using index mutual funds and ETFs and implementing asset allocation targets through discretionary management and periodic reviews. Clients receive individualized investment policy statements, ongoing monitoring of comprehensive plans, and quarterly account reviews tied to stated objectives and risk tolerance. Metric is notable for operating with roughly $97 million in discretionary AUM while serving a relatively large number of clients from a small advisory team, yielding a higher-than-typical client-to-advisor ratio. The firm also regularly offers educational seminars and speaking engagements (including pro bono presentations at times) and provides a subscription-style comprehensive planning relationship with ongoing monitoring, features that are less common among peers of similar size.
To learn more about the advisors currently working at Metric Financial, 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 |
|---|---|---|
Simbury, CT
| 27
|
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