A complete list of active advisors currently associated with Mobjack Investments

Warmer can help you find a great advisor at Mobjack Investments or one who fits your needs even better.

Mobjack Investments provides investment advisory services primarily to individual clients and manages a variety of account types, including individual and retirement accounts, custodial accounts, trusts, estates, corporate accounts and investment clubs. The firm operates as a sole proprietorship with a small client base and accepts clients without a stated account minimum. The firm’s investment process emphasizes fundamental analysis, supplemented by technical indicators like volume and moving averages, and focuses on individual securities, ETFs, bonds and CDs rather than mutual funds. It generally manages accounts on a discretionary basis, monitors holdings daily, conducts annual reviews or reviews on client request, and will accommodate more frequent trading if a client desires. Distinctive features include the use of a single broker‑custodian (Inspira) as the exclusive execution platform and the adviser’s status as a registered representative of a broker‑dealer, an arrangement that is uncommon among independent sole practitioners. The brochure also notes that the firm offers paid portfolio analyses to non‑clients, does not accept proxy‑voting authority while providing voting information from the custodian, and will implement socially responsible investing screens at a client’s request.

To learn more about the advisors currently working at Mobjack Investments, 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.