A complete list of active advisors currently associated with Mette Associates, LLC

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Mette Associates provides independent investment advice and portfolio management to a range of clients, including individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm makes tailored recommendations on asset allocation and specific investments—typically mutual funds, ETFs and investment‑grade fixed income—and may recommend private alternative investments or undertake discrete special projects under separate engagement terms. The firm documents client investment goals in written policies and emphasizes diversified, liquid, and transparent portfolios intended to manage downside risk at a low total cost, drawing on independent research and public information sources. Mette Associates does not accept discretionary trading authority in its advisory agreements, so clients authorize specific transactions and accounts are reviewed on a monthly, quarterly and annual basis. Compared with many peers, Mette Associates manages a modest number of client relationships relative to its assets under management (about $62.5 million) and operates without soft‑dollar benefits or referral arrangements. The firm also operates under the market name Tallsalt Advisors and has an established practice advising and participating in development activities for Native American tribal organizations, a client focus and affiliation that is less common among firms of its size.

To learn more about the advisors currently working at Mette Associates, 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.