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

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

MTM Investment Management provides investment advisory services to families, individuals, trusts and retirement plans, managing accounts on both a discretionary and non‑discretionary basis through Independent Clearing Accounts and, in limited cases, a Raymond James–sponsored sub‑advisory wrap program. The firm also offers retirement‑plan consulting and participant education as part of its service mix. MTM develops a client Financial Profile and Investment Plan and generally implements customized strategies using fundamental, technical and cyclical analysis, favoring long‑term holdings for undervalued equities and structured, high‑quality fixed‑income portfolios. Financial planning is typically delivered as an integrated component of its advisory relationships rather than as a separately billed, comprehensive written plan, although MTM will perform separate planning components if requested. The firm manages roughly $678 million in client assets and generally requires a $500,000 account minimum, and it recommends Raymond James for custody and execution while participating in that custodian’s institutional services platform (technology, research and trading support). MTM has a related‑party administrative relationship with a private investment fund through an affiliated entity; to mitigate the conflict of interest from that relationship, MTM does not charge its advisory fee on client assets invested in that fund.

To learn more about the advisors currently working at MTM 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.