A complete list of active advisors currently associated with Michelangelo Partners, LLC

Warmer can help you find a great advisor at Michelangelo Partners, LLC or one who fits your needs even better.

The firm provides ongoing portfolio management and investment supervisory services to individual and high‑net‑worth clients, preparing a written Investment Policy Statement for each account and operating with discretionary trading authority. Its management generally focuses on equities, fixed income, ETFs and government securities, with accounts reviewed at least quarterly. The firm’s investment process combines charting, fundamental, technical and cyclical analysis and applies both long‑term and short‑term trading strategies, including options writing (covered and uncovered) and elements of modern portfolio theory. Risk tolerances and time horizons are documented in each client’s Investment Policy Statement and guide portfolio construction and monitoring. Noteworthy operational features include no stated account minimum and a requirement that clients use the firm‑recommended custodian (Scottrade), from which the firm reports receiving research or other soft‑dollar benefits; the brochure lists approximately $11 million in discretionary assets as of December 2022. The firm manages assets in‑house (it does not select outside managers), does not participate in wrap fee programs or accept performance‑based fees, and the brochure states clients may not impose investment restrictions based on values or beliefs.

To learn more about the advisors currently working at Michelangelo Partners, 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.