A complete list of active advisors currently associated with My-Financial-Advocate
Warmer can help you find a great advisor at My-Financial-Advocate or one who fits your needs even better.
The firm provides investment consulting and portfolio management to both institutional clients — including defined benefit and defined contribution plans, foundations and endowments — and individual clients, with a focus on implementing fiduciary investment solutions. Services include asset management, investment policy development, discretionary management, fiduciary support and retirement plan consulting such as plan design, vendor negotiation and participant support. Financial Advocate operates on an open-architecture platform and positions itself as a macro-asset allocator, using manager due diligence, mutual funds and ETFs, forward-looking capital market assumptions and macroeconomic tilts to construct portfolios and model expected returns; these inputs can lead to tactical allocation shifts. The firm can serve in either an ERISA 3(21) advisory role or a 3(38) discretionary manager role for retirement plans and conducts periodic and event-driven account reviews. Notable distinctions include an affiliation with an insurance agency whose principals may be licensed insurance agents or brokers and may receive commission compensation for insurance implementations, a conflict the firm discloses and monitors; a principal of the firm also holds stock in that affiliated agency. The brochure also indicates work with investment-company clients and the provision of participant education and retirement-plan workshops and communications, services that are less common among similarly categorized independent advisers.
To learn more about the advisors currently working at My-Financial-Advocate, 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 |
|---|---|---|
Indianapolis, IN
| 20
| |
Indianapolis, IN
| 0
|
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