A complete list of active advisors currently associated with Munro Asset Management L.L.C.
Warmer can help you find a great advisor at Munro Asset Management L.L.C. or one who fits your needs even better.
Munro Asset Management L.L.C. provides investment advisory and consulting services to a range of institutional and individual clients, including corporate pension and profit‑sharing plans, Taft‑Hartley plans, endowments, foundations, private investment funds, registered investment advisers and trust programs. Its service menu includes discretionary and non‑discretionary portfolio management, retirement plan services, investor education, consulting projects, and subadvisory arrangements. The firm describes an investment process built on client data gathering to establish risk tolerance, time horizon and objectives, then constructing diversified portfolios that may combine active and passive strategies across ETFs, mutual funds, individual securities and fixed income. Munro uses custodial/management platforms, may recommend or place clients with third‑party managers (or act as a subadviser), and for retirement plan clients provides plan analysis, investment policy development, ongoing monitoring and can serve as a co‑fiduciary for ERISA investment manager selection. Several features in the brochure distinguish Munro from many peers: certain Investment Advisory Representatives are also licensed insurance agents and may offer commissionable insurance and annuity products (a disclosed conflict of interest), the firm explicitly offers consulting on an hourly or fixed‑fee project basis, and it performs formal selection and oversight of other advisers and subadvisers. The brochure also notes that Munro supervises IARs who may operate under separate DBAs and reported no assets under management as of December 31, 2019, details that prospective institutional counterparties may consider when assessing the firm’s operational scale and service model.
To learn more about the advisors currently working at Munro Asset Management L.L.C., 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 |
|---|---|---|
Walnut Creek, CA
| 17
|
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