A complete list of active advisors currently associated with Monterey Bay Asset Management LLC

Warmer can help you find a great advisor at Monterey Bay Asset Management LLC or one who fits your needs even better.

Monterey Bay Asset Management provides ongoing portfolio management and financial planning services to individuals, trusts, foundations/charities, pension and profit‑sharing plans, and select corporate or business clients. The firm prepares written Investment Policy Statements, implements and monitors portfolios, and manages roughly $23 million across about 28 client accounts. Investment decisions are guided by Modern Portfolio Theory and fundamental analysis, with portfolios constructed primarily from index‑tracking mutual funds and ETFs to emphasize asset allocation and diversification. Management is typically discretionary, with quarterly reviews, written performance reports, and trades discussed with clients in advance unless the client requests otherwise. Distinctive features for a firm of this size include serving charitable organizations, corporate clients, and retirement plans—along with providing plan‑level advisory support and accepting proxy voting authority in certain cases. The firm manages client assets directly rather than using third‑party managers, requires clients to use its recommended custodian for trade execution, and indicates reliance on an investment committee for voting decisions, practices that differ from many peers.

To learn more about the advisors currently working at Monterey Bay Asset 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.