A complete list of active advisors currently associated with Mindi Financial
Warmer can help you find a great advisor at Mindi Financial or one who fits your needs even better.
Mindi Financial is a newly registered, fee-only investment adviser that provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, and businesses. The firm also offers educational seminars and speaking engagements on financial topics for groups and organizations. The firm's investment process emphasizes asset allocation and a blend of passive and active strategies informed by fundamental, technical, and cyclical analysis, and it may use limited options strategies for hedging when appropriate. Portfolios are managed on an individualized, discretionary basis with the ability to accommodate client-imposed restrictions and periodic (quarterly) reviews. Compared with peers in the no-active-advisors category, the firm is notable for combining ongoing investment management with financial planning (financial planning is not offered as a standalone service) and for offering flat, per-event seminar fees alongside its advisory work. The firm does not advise or operate private funds, relies on an institutional custody platform for trade execution and reporting, and its principal holds a CFA charter with prior director-level investment experience.
To learn more about the advisors currently working at Mindi Financial, 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 |
|---|---|---|
Beacon, NY
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