A complete list of active advisors currently associated with Noya Investment Advisors LLC
Warmer can help you find a great advisor at Noya Investment Advisors LLC or one who fits your needs even better.
The firm advises individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans and their participants, offering separate-account portfolio management, retirement-plan advisory (both 3(21) co‑fiduciary and 3(38) discretionary manager services), standalone and ongoing financial planning, and non-continuous business and financial consulting. Its services include model-based portfolio implementation for separate accounts, plan-level investment-menu design and monitoring, participant education and plan-participant model portfolios, and consulting engagements such as strategic finance and M&A due diligence. The firm’s investment approach emphasizes fundamental analysis, asset allocation/modern portfolio theory, and long-term strategic allocation, implemented primarily through firm-constructed model portfolios that are adjusted for each client’s restrictions, tax considerations, and existing holdings. It generally uses mutual funds, ETFs, individual equities, and fixed-income securities, applies periodic rebalancing and tactical adjustments when appropriate, requires a designated custodian to support its model-driven services, and was newly registered and had not yet commenced managing client assets as of the brochure date. Distinctive features for a small independent adviser include offering institutional pension consulting and serving as a discretionary 3(38) manager for employer plans — services that are less common among peers of this size — alongside a continuing business-and-financial advisory practice transferred into the firm. The managing member’s prior investment-banking and private-equity experience underpins those consulting capabilities; the firm is not a solo practitioner despite its small staff, and it limits use of leveraged or inverse ETFs to specific account sleeves with close monitoring.
To learn more about the advisors currently working at Noya 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 |
|---|---|---|
Birmingham, MI
| 0
|
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