A complete list of active advisors currently associated with Ohlmann Investment Advisors LLC
Warmer can help you find a great advisor at Ohlmann Investment Advisors LLC or one who fits your needs even better.
Ohlmann Investment Advisors LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients, overseeing roughly $17.3 million across about 50 accounts. The firm prepares an Investment Policy Statement for each client and offers advice across a broad array of vehicles, including mutual funds, equities, fixed income, ETFs, REITs, hedge funds, real estate and insurance products such as annuities. OIA operates under documented discretionary authority for most accounts, tailoring plans to clients’ goals, tax considerations and risk tolerances and delivering regular custodian reports. Its investment process combines charting, fundamental, technical and cyclical analysis and may employ long- and short-term trading as well as short sales and options-writing strategies. Distinctively for a firm of this size, a firm representative is licensed to sell insurance products and may recommend commissionable insurance or annuity solutions, a relationship the firm discloses and for which clients are not required to transact with the representative. The firm manages all client assets internally rather than selecting third-party managers, recommends Charles Schwab for custody and may receive related research and soft-dollar benefits from that custodian relationship.
To learn more about the advisors currently working at Ohlmann 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 |
|---|---|---|
Traverse City, MI
| 8
| |
Traverse City, MI
| 12
|
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