A complete list of active advisors currently associated with Moy Investment Management, LLC
Warmer can help you find a great advisor at Moy Investment Management, LLC or one who fits your needs even better.
Moy Investment Management, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans. Services include ongoing portfolio management, written financial plans and consulting, and retirement-plan advisory work under ERISA. Investment programs are tailored to each client’s documented objectives and risk tolerance and draw on methods such as fundamental, quantitative, and modern portfolio theory, with allocations that may include mutual funds, ETFs, and derivative-aware strategies. Accounts are monitored regularly with quarterly reviews, rebalancing, and attention to tax-loss harvesting and other risk controls. What is distinctive about the firm is its provision of institutional and pension consulting services uncommon among similarly sized independent advisors, including acting in limited-scope ERISA 3(21) or 3(38) roles, monitoring plan investment options, and conducting participant education. The firm manages roughly $81 million in discretionary assets for a small client base and uses institutional custody and reporting arrangements to support both individual and plan-level advisory services.
To learn more about the advisors currently working at Moy 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 |
|---|---|---|
Cincinnati, OH
| 25
|
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