My Advisors, LLC

My Advisors provides non-discretionary investment advisory services to individuals, families, trusts, and institutional clients, focusing on portfolios of passively managed or index mutual funds and ETFs. The firm reported managing approximately $131,655 on a non-discretionary basis and generally requires a $50,000 minimum for advisory accounts, although that minimum may be waived.

The firm’s investment approach emphasizes globally diversified, low-cost index portfolios constructed under Modern Portfolio Theory and a multi-factor framework, with explicit tilts toward smaller-cap, value, and high-profitability exposures; services include quarterly reviews, rebalancing recommendations, optional automated “Glide Path” risk-reduction, and tax-related advice such as tax-loss harvesting. MA places trades only with client approval (non-discretionary), relies on extended historical time-series data and Fama–French research, and commonly recommends fund families such as Dimensional, Vanguard, and Schwab.

What is noteworthy relative to peers is MA’s combination of primarily non-discretionary management and formal business arrangements with other advisers: the firm is a network member of Index Fund Advisors and discloses referral/fee-sharing arrangements in which a third-party advisor may bill clients and generally pay MA 50% of the advisory fee. The firm also emphasizes access to institutional-only fund share classes (e.g., Dimensional) that can affect portability of assets on termination, does not charge performance-based fees, and does not vote proxies on client securities.