A complete list of active advisors currently associated with Olde World Investments

Warmer can help you find a great advisor at Olde World Investments or one who fits your needs even better.

Olde World Investments is a state‑registered, sole‑proprietor investment adviser that offers financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, and small businesses, and provides retirement‑plan and business consultation. The firm prepares customized written financial plans and implements tailored portfolios, and it also addresses specialized planning needs such as special‑needs planning, divorce, and estate or charitable giving. The firm’s investment approach relies on fundamental analysis and can employ passive, active, or core‑and‑satellite strategies, using a mix of ETFs, mutual funds, individual equities, fixed income and other instruments to align allocations with a client’s objectives and risk tolerance. Portfolios are managed primarily on a discretionary basis with periodic reviews and client reporting, and investment guidelines are documented to reflect client constraints and time horizons. Several operational features distinguish Olde World from many peers: the brochure discloses periodic educational workshops and seminars for the public, and the firm accepts hourly and project‑based planning engagements—services that are uncommon for managers in this category and that broaden access for non‑HNW individual clients. The firm is small in scale (a single adviser with roughly $175,000 in assets under management) and the principal maintains an unrelated general‑contracting business that the brochure indicates absorbs about 20% of their time.

To learn more about the advisors currently working at Olde World Investments, 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.