A complete list of active advisors currently associated with Nautica Asset Management LLC
Warmer can help you find a great advisor at Nautica Asset Management LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning and consulting to individuals and to pension and profit-sharing plans. Its service menu ranges from a basic “Personal WealthBuilder” review (which includes federal employee investment advice) to retirement income, retirement planning, and holistic financial plans. Investment decisions are tailored to each client’s documented goals, time horizon, and risk tolerance and draw on fundamental, technical, and cyclical analysis; strategies noted in the brochure include long- and short-term purchases, bucket planning, risk scoring, and guaranteed-income elements, and some managed portfolios incorporate insurance company offerings. Accounts are managed on a discretionary basis with regular reviews and written investment policy or risk-tolerance documentation. Noteworthy for a small independent advisory practice, the firm’s principal maintains an affiliated insurance business and is a licensed insurance agent who devotes roughly half of his time to that activity and receives commission-based compensation; the brochure discloses this as a potential conflict and describes disclosures and fiduciary duties as mitigation. The firm also expressly provides services to pension/profit-sharing plans and the principal holds the ChFEBC designation for federal employee benefits, indicating a niche expertise that is uncommon among similarly sized peers.
To learn more about the advisors currently working at Nautica Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Canton, MI
| 10
| |
Upland, CA
| 5
|
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