A complete list of active advisors currently associated with MKT Advisors LLC

Warmer can help you find a great advisor at MKT Advisors LLC or one who fits your needs even better.

MKT Advisors LLC is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial consulting and planning to individuals, high net worth clients, trusts, estates, foundations, retirement plans and businesses. The firm generally requires a minimum relationship size of $500,000 and manages approximately $463.7 million in client assets. The firm constructs customized portfolios using individual stocks, bonds, ETFs, mutual funds and options and employs fundamental, technical, cyclical and charting analysis with a generally long‑term orientation while permitting shorter‑term adjustments. MKT Advisors discloses the use of derivatives and short‑term borrowings (margin) in separately managed accounts and discusses the monitoring and risks associated with options and margin activity in its brochure. MKT Advisors also uses independent managers and third‑party access platforms to manage held‑away assets, noting that it bears platform costs to provide those services and that clients may pay both the firm’s advisory fee and any independent manager fees. The firm maintains an institutional relationship with Charles Schwab for custody and execution and discloses that certain advisory personnel are licensed insurance professionals who may receive separate commissions for insurance product implementations.

To learn more about the advisors currently working at MKT Advisors 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.