A complete list of active advisors currently associated with Old Security Group

Warmer can help you find a great advisor at Old Security Group or one who fits your needs even better.

Old Security Group provides discretionary asset management and financial planning to individual and high‑net‑worth clients. Like many supported firms, it charges percentage‑of‑AUM advisory fees and delivers ongoing portfolio management for individual accounts. The firm manages client accounts on a discretionary basis and uses model portfolios and third‑party co‑advisers to implement investment programs, while remaining the primary client contact and overseeing suitability. Its investment process draws on fundamental, technical and cyclical analysis, and its planning services range from basic reviews to comprehensive plans that may include tax preparation, estate review, and coordination with other professionals. Compared with many peers, Old Security Group maintains affiliated businesses that provide insurance and tax services (Old Security Trust Corp. and OSG Tax Pros, Inc.), and the brochure discloses that a material portion of firm time is devoted to those activities and that they may generate separate compensation. The firm also uses co‑advisory and model‑portfolio arrangements (Advisory Alpha, LLC and Matson Money) with disclosed fee‑sharing, which the firm identifies as a potential conflict and manages through client disclosures and consent.

To learn more about the advisors currently working at Old Security Group, 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.