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 provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, businesses and retirement plans. The four-advisor firm manages approximately $463.7 million across discretionary and non-discretionary accounts for roughly 374 clients, and may implement portfolios directly or via unaffiliated independent managers and third‑party access platforms. The firm constructs customized portfolios using individual stocks, bonds, mutual funds, ETFs and options, primarily with a long‑term orientation while permitting shorter‑term trades for rebalancing or cash needs; it employs fundamental, technical, cyclical and charting analysis in its decision making. MKT Advisors discloses use of options contracts and short‑term margin borrowings in client accounts and separately managed accounts, and describes the monitoring and risk controls associated with those strategies. What is notable about MKT Advisors relative to many peers is the explicit use of borrowing and derivatives within separately managed accounts—practices that are uncommon among similar supported firms—combined with an institutional custody relationship that provides access to additional trading, reporting and platform services. The firm also emphasizes ongoing compliance oversight, periodic account reviews and the ability to engage independent managers, which shapes how it integrates these more active tools into client portfolios.

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.

You can also browse MKT Advisors LLC's office locations.