A complete list of active advisors currently associated with My Investment Path

Warmer can help you find a great advisor at My Investment Path or one who fits your needs even better.

The firm provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and corporations or business entities. Services include customized Investment Policy Statements, discretionary and non‑discretionary portfolio management, and one‑time financial plans. The firm’s investment process combines cyclical analysis, modern portfolio theory, and technical analysis and generally employs a long‑term trading approach. It uses a wide range of instruments — including mutual funds, fixed‑income, real estate funds (including REITs), ETFs (including precious‑metal ETFs), venture capital funds, annuities, commodities, and non‑U.S. securities — and documents client risk tolerance and performance reporting in quarterly custodian statements. What is notable in the brochure is that supervised persons are licensed to sell insurance and also act as a real estate broker/dealer, and the firm discloses that it may receive commissions or other outside compensation for those sales; such conflicts are disclosed to clients and documented in client files. The combination of offering insurance and real‑estate brokerage services alongside a broad menu of investable vehicles (e.g., venture capital and real estate funds) distinguishes the firm’s business model from many peers of its size.

To learn more about the advisors currently working at My Investment Path, 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.