A complete list of active advisors currently associated with MIFI Wealth, LLC

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

MIFI Wealth, LLC provides discretionary investment management to individuals (including high-net-worth clients), retirement and profit-sharing plans, trusts, and charitable institutions, managing roughly $66.3 million for about 54 clients through a four-advisor team. The firm emphasizes portfolio management rather than standalone financial planning, although it may provide planning-related advice incidental to its investment services. The firm uses an open-architecture approach, developing in-house asset allocation models or engaging sub-advisors and third-party managers to construct portfolios primarily using ETFs and mutual funds, and may allocate to separately managed accounts or private investments. Portfolios can be actively managed using techniques such as fundamental, technical, and cyclical analysis, and the firm discloses that strategies may involve frequent trading and selective use of structured notes. A distinctive feature is that firm principals maintain active insurance licenses and the firm acts as an insurance broker, receiving commissions for insurance and life insurance sales—an arrangement the brochure discloses as additional compensation and a potential conflict to be managed. The firm’s willingness to purchase structured notes and participate in private placements, with their associated issuer counterparty, liquidity, and tax considerations, is another notable aspect clients are asked to review with the firm.

To learn more about the advisors currently working at MIFI Wealth, 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.