A complete list of active advisors currently associated with Ogden, Thomas
Warmer can help you find a great advisor at Ogden, Thomas or one who fits your needs even better.
The firm provides investment management and related advisory services to institutional clients and plan sponsors, including retirement plans, businesses, trusts, and charitable organizations. Offerings include wealth management, financial planning, and retirement-plan advisory and oversight tailored to plan sponsors and participants. The firm delivers advice primarily on a non-discretionary basis, constructing portfolios using ETFs, equities, mutual funds, bonds and, when appropriate, alternative and structured products, and it uses both fundamental and technical analysis with a long-term orientation. It may implement strategies directly or recommend unaffiliated independent managers, conducting ongoing due diligence and oversight of any selected managers. The firm is led by a licensed attorney and is affiliated with an active law practice, a relationship the firm discloses and manages to address potential conflicts if clients seek both legal and advisory services. It also provides ERISA fiduciary retirement-plan consulting and makes standalone hourly financial-planning engagements available—features that are less common among peers in this firm category.
To learn more about the advisors currently working at Ogden, Thomas, 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 |
|---|---|---|
Monterey, CA
| 4
|
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