A complete list of active advisors currently associated with Mozella Asset Management

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

Mozella Asset Management is a newly registered, state-registered investment adviser that provides continuous, active investment management along with financial planning and investment consulting. The firm’s ADV describes services for individuals, personal trusts and corporations, while its business model also involves placing client assets with managed account programs and third‑party managers consistent with an investment‑manager profile focused on pooled or institutional-style solutions. The firm constructs customized portfolios using Modern Portfolio Theory alongside fundamental and technical analysis, and it documents investment policy statements and ongoing monitoring and rebalancing. Mozella frequently conducts due diligence and allocates to independent managers or managed account programs rather than maintaining fixed proprietary strategies, and it can operate on either a non‑discretionary or discretionary basis as agreed with clients. Mozella’s brochure highlights two features that are less common among peers: the firm performs formal selection, oversight and the ability to hire or terminate other advisers/managed account programs, and it discloses the use of hourly billing for planning and project work in addition to asset‑based fees. As a small, newly formed, fee‑only advisor that does not maintain custody or proprietary wrap programs, the firm emphasizes third‑party manager selection and use of custodial platforms to deliver its services.

To learn more about the advisors currently working at Mozella Asset Management, 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.