A complete list of active advisors currently associated with Michael Waters Investment Advisers LLC

Warmer can help you find a great advisor at Michael Waters Investment Advisers LLC or one who fits your needs even better.

The firm provides customized investment management, financial planning, and consulting services to a mix of individuals and institutional clients. Its client base, as described in the brochure, includes individuals and high‑net‑worth clients as well as families, trusts, pension and profit‑sharing plans, charitable organizations, and other business entities. Investment advice is delivered through a defined asset‑allocation process that incorporates quantitative analysis and the use of equity and derivative instruments alongside traditional securities such as ETFs, stocks, and fixed income. The firm generally manages portfolios on a discretionary basis, documents client objectives in an Investment Policy Statement, and accommodates client‑imposed restrictions and ongoing progress tracking. What distinguishes the firm from many peers is its small, recently established structure combined with an unusually broad client scope for a firm of its size — notably charitable organizations and pension/profit‑sharing plans among its target clients. The firm’s investment approach also emphasizes quantitative, derivative‑aware strategies and its principal continues to maintain outside industry employment, which the brochure identifies as a factor in how supervision and time allocation are managed.

To learn more about the advisors currently working at Michael Waters Investment Advisers 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.