A complete list of active advisors currently associated with Nimble Investment Advisors LLC
Warmer can help you find a great advisor at Nimble Investment Advisors LLC or one who fits your needs even better.
The firm provides discretionary portfolio management through a single proprietary program called Sector Dynamics, implemented exclusively using a family of mutual funds (ProFunds) and as subaccounts of a variable annuity platform (Monument Advisor). It offers investment management for individuals, IRAs, qualified retirement plans, trusts, estates, charitable organizations and business entities, and also presents educational seminars and workshops on investment and planning topics. Sector Dynamics is an actively managed, sector-rotation strategy that evaluates positions daily and typically concentrates exposure in one or two economic sectors at a time, using technical indicators and occasional fundamental inputs. The program uses both conventional and geared (leveraged) or inverse mutual funds for short-term holdings, executes block trades across client accounts, and emphasizes tactical moves to reduce downside volatility (including retreating to cash or inverse positions when indicated). Distinctive features disclosed in the brochure include the firm’s principal operating several outside businesses and licenses—including real estate brokerage, insurance producer/consultant activities, and an estate/document preparation business that offers self-directed IRA structures—and the firm’s practice of offering continuing-education seminars. The brochure also discloses past regulatory/administrative events and civil judgments, which the firm identifies and addresses in its disclosures; combining an investment-manager role with active insurance, real estate and educational businesses and serving charitable and pension clients is atypical among peers.
To learn more about the advisors currently working at Nimble Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Washington, UT
| 40
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")