A complete list of active advisors currently associated with Objective Investments, LLC
Warmer can help you find a great advisor at Objective Investments, LLC or one who fits your needs even better.
Objective Investments provides fee-based investment management to individuals, high-net-worth clients, corporations and qualified retirement plans, delivering both discretionary and non-discretionary portfolio management and related advisory services. The firm states it does not sell annuities, insurance or other commissioned products and does not act as a custodian for client assets. Portfolios are tailored to each client’s stated objectives and risk tolerance and may employ fundamental and technical analysis, charting and cyclical methods; strategies described include long- and short-term purchases, trading, option writing and margin trading. Accounts are monitored and reviewed at least quarterly, with more frequent reviews as market conditions or client circumstances warrant. A notable aspect of the firm’s practice is its work with employer-sponsored retirement plans as a limited-scope ERISA 3(21) fiduciary, assisting plan sponsors with IPS development, investment option monitoring, selection of qualified default investments and participant education—services that are less common among independent advisers. The brochure also discloses that the adviser does not receive external commissions or performance-based fees and generally leaves proxy voting to clients, which may affect how certain conflicts of interest are managed.
To learn more about the advisors currently working at Objective Investments, 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 |
|---|---|---|
Orchard Lake, MI
| 39
|
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