A complete list of active advisors currently associated with Momentum Investment Management, LLC

Warmer can help you find a great advisor at Momentum Investment Management, LLC or one who fits your needs even better.

Momentum Investment Management, LLC provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients, managing roughly $4.46 million across about two dozen accounts. The firm prepares client-specific investment policy statements and conducts ongoing portfolio monitoring as part of its investment supervisory services. The adviser employs a mix of charting, fundamental and technical analysis and typically acts with discretionary authority to implement client portfolios. Its trading toolkit includes long- and short-term strategies and, notably, the use of margin and covered-option writing in client separately managed accounts — a use of derivatives that is uncommon among peers. The firm manages client assets internally rather than delegating to third-party managers and delivers account reviews and financial planning services in-house. Clients are required to custody assets at the adviser-recommended custodian, and the firm reports it receives no soft-dollar benefits or compensation for client referrals.

To learn more about the advisors currently working at Momentum Investment Management, 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.

Name	Location	Years of experience
Thomas Homan	Holyoke, MA	19

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