A complete list of active advisors currently associated with Nautilus Advisors LLC

Warmer can help you find a great advisor at Nautilus Advisors LLC or one who fits your needs even better.

Nautilus Advisors LLC provides investment advisory and financial planning services to individuals (including high net worth clients), pension and profit-sharing plans, and charitable organizations, offering comprehensive portfolio management, financial planning and consulting, retirement plan consulting, and periodic newsletters. The firm manages client accounts using exchange-traded funds, mutual funds, individual equities and fixed income, and accepts annuities within advisory accounts as part of its service arrangements. In working with clients the firm conducts one or more intake meetings to assess goals and risk tolerance, prepares written financial plans for planning engagements, and reviews managed accounts at least quarterly while employing fundamental, technical and cyclical analysis as well as option strategies and both short- and long-term trading approaches. Nautilus also documents and implements investment policy statements and asset-allocation guidance for retirement plan sponsors and provides participant education as part of its retirement plan consulting work. Compared with many peers, Nautilus discloses active involvement with insurance products through representatives who act as licensed insurance agents and the firm’s handling of annuities within advisory accounts, and its financial planning scope expressly includes lines-of-credit evaluations. The firm also notes use of borrowing in separately managed accounts and emphasizes procedural safeguards for custody and standing instructions, practices that are less common among similarly sized advisers.

To learn more about the advisors currently working at Nautilus Advisors 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.