A complete list of active advisors currently associated with Nuts2invest.com, LLC
Warmer can help you find a great advisor at Nuts2invest.com, LLC or one who fits your needs even better.
Nuts2Invest.com, LLC provides online subscription access to portfolio‑building and security‑ranking tools for individual investors, with coverage for direct contribution plans (401(k)/403(b)/457), IRAs/Roth IRAs, mutual funds, ETFs and individual company stocks. The firm describes its website as an informational, self‑help platform rather than a broker‑dealer or discretionary investment manager; it does not execute trades, hold custody of client assets, or provide individualized fiduciary advice. The firm’s services are driven by a patent‑pending proprietary software engine that ranks securities and proposes portfolio weights using historical and current returns, volatility, fees, manager tenure and modern portfolio theory statistics, and it asks users to specify a risk appetite (conservative, moderate, aggressive, advanced). Based on those inputs, Nuts2Invest generates objective rankings, provides periodic performance updates and rebalancing recommendations, and sends alerts triggered by market movements, while explicitly not addressing tax considerations. Compared with many independent advisers, Nuts2Invest is notable for operating primarily as an internet adviser and offering its tools via an annual or monthly subscription rather than managing client assets or charging percentage‑of‑AUM fees. The brochure also highlights the firm’s broad automated coverage (including ranking over 26,000 mutual funds), its stated use of affiliate advertising revenue, and its consistent position that recommendations are non‑discretionary and must be implemented by users through their chosen brokers.
To learn more about the advisors currently working at Nuts2invest.com, 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 |
|---|---|---|
Tipp City, OH
| 19
|
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