A complete list of active advisors currently associated with Onus Financial LLC
Warmer can help you find a great advisor at Onus Financial LLC or one who fits your needs even better.
Onus Financial LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm delivers tailored portfolio construction and advice across common investment types including equities, fixed income, mutual funds, ETFs and REITs. The firm's investment approach emphasizes individualized objectives and risk tolerance, incorporating methods such as fundamental and cyclical analysis and elements of modern portfolio theory; it uses model portfolios, ongoing monitoring, and periodic rebalancing and executes trades through a qualified custodian. Clients receive written plans and periodic account reports, and the firm practices block trading for discretionary accounts while leaving proxy voting to clients. Noteworthy for an investment-manager profile, the firm makes available hourly financial planning and alternative fixed-fee arrangements in addition to asset-based billing, a pricing approach that is relatively uncommon among peers. The firm currently reports no assets under management, and its principal devotes a majority of professional time to an outside business in the semiconductor industry, which may affect capacity and service delivery.
To learn more about the advisors currently working at Onus Financial 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 |
|---|---|---|
Austin, TX
| 7
|
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