A complete list of active advisors currently associated with MJT & Associates Financial Advisory Group, Inc.
Warmer can help you find a great advisor at MJT & Associates Financial Advisory Group, Inc. or one who fits your needs even better.
MJT & Associates provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts and employer-sponsored retirement plans. The firm offers discretionary portfolio management, stand-alone and bundled financial planning engagements, and ERISA 3(21) retirement plan advisory services, using mutual funds, ETFs and, where appropriate, individual stocks, bonds or options. The firm’s investment process is primarily long-term and draws on Modern Portfolio Theory and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance; it conducts internal due diligence, periodic rebalancing, and may employ unaffiliated independent managers for portions of client assets. MJT monitors accounts on a continuous basis with formal reviews at least annually and provides written planning deliverables and timelines for many engagements. What distinguishes MJT from many peers is its client-service scale: the firm reports roughly 306 client relationships with a single advising team member, a client-to-advisor ratio that is uncommon among supported firms and that is reflected in standardized planning tiers and packaged deliverables. The firm also maintains an institutional custody relationship and receives third‑party referral leads, and the principal has separate, disclosed business activities (divorce-focused consulting and a legacy insurance servicing arrangement) that the brochure identifies as potential conflicts and describes how they are managed.
To learn more about the advisors currently working at MJT & Associates Financial Advisory Group, Inc., 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 |
|---|---|---|
Montevideo, MN
| 12
|
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