A complete list of active advisors currently associated with Open Window Financial Solutions, Ltd.

Warmer can help you find a great advisor at Open Window Financial Solutions, Ltd. or one who fits your needs even better.

Open Window Financial Solutions, Ltd. provides fee-only, discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, and can serve as an ERISA investment fiduciary for trustee-directed retirement plans. The firm also offers standalone planning and consultative services and gives clients access to online tools such as the eMoney financial planning platform and an estate-document platform (Vanilla). The firm primarily implements portfolios using mutual funds and ETFs and employs fundamental analysis with both long- and short-term purchase strategies, managing client accounts on a discretionary basis with ongoing review. Open Window treats cash as an asset class and may maintain defensive cash positions, and it notes that eMoney consolidates excluded (non-managed) assets for client visibility while not assuming responsibility for their performance. Compared with many peers, Open Window was the first investment adviser in Nevada to complete independent CEFEX certification, and it uses Dimensional Fund Advisors (DFA) funds, which can carry adviser-approval and post-termination purchase restrictions. The firm also maintains an explicit policy not to exercise discretionary authority to purchase cryptocurrencies for clients (crypto exposure is implemented only with client authorization) and integrates third-party platforms and custodial support in its service model.

To learn more about the advisors currently working at Open Window Financial Solutions, Ltd., 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.