A complete list of active advisors currently associated with Normandy Investment Advisors

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

Normandy Investment Advisors serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and other entities, offering personalized wealth management, financial planning, and discretionary portfolio management. The firm also provides wealth management consulting and retirement‑plan consulting, including advice for accounts that remain held away from its recommended custodians. Investment decisions are guided by a blended active/passive approach within an asset‑allocation framework based on Modern Portfolio Theory, with advisers setting target percentages and rebalancing as needed. In implementing portfolios Normandy uses equities, fixed income, mutual funds and ETFs and explicitly employs options strategies — including covered calls and cash‑secured puts — for income and hedging purposes. Compared with many team firms, Normandy operates from multiple offices (eight), a structure that is uncommon for firms of this size, and it discloses arrangements to compensate external promoters or referrers and requires those promoters to provide written disclosure to prospective clients. The firm also offers held‑away retirement plan management via a third‑party platform and documents the use of options/derivative strategies within client accounts, features that distinguish its service mix from many peers.

To learn more about the advisors currently working at Normandy Investment Advisors, 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.