A complete list of active advisors currently associated with Old Forge Advisors
Warmer can help you find a great advisor at Old Forge Advisors or one who fits your needs even better.
Old Forge Advisors is an independent investment advisory firm that provides discretionary portfolio management to individuals, families, trusts, charities, businesses, and qualified retirement and pension plans. As of 12/31/2025 the firm reported approximately $793,506 in discretionary assets under management and offers portfolio management, retirement plan consulting, and related advisory services. The firm constructs custom portfolios using a strategic asset-allocation framework and a proprietary methodology, drawing on macroeconomic, fundamental, quantitative, qualitative, technical, and cyclical analysis as appropriate. Portfolios are monitored and rebalanced periodically, and the firm may use limited margin for liquidity-managed needs; it also provides regular plan- and client-level reviews and reporting. What is notable about Old Forge Advisors for a firm of its size is the emphasis on qualified plan work: it offers non-discretionary and discretionary plan-level and participant-level advice, prepares investment policy statements, performs performance monitoring, and conducts educational meetings and enrollment seminars. The firm indicates it can serve as an ERISA fiduciary (Section 3(21) and/or 3(38)) for plans and also makes life insurance available through a third-party provider as an ancillary offering.
To learn more about the advisors currently working at Old Forge Advisors, 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 |
|---|---|---|
Chicago, IL
| 0
|
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