A complete list of active advisors currently associated with Otto & Associates, Inc.

Warmer can help you find a great advisor at Otto & Associates, Inc. or one who fits your needs even better.

Otto & Associates, Inc. provides personalized financial planning and discretionary investment management primarily to individuals and families, and also to charitable organizations, trusts, estates, pension and profit‑sharing plans, and small businesses. The firm manages approximately $286.6 million for about 155 clients and offers tailored planning, implementation assistance, and ongoing portfolio oversight. The firm’s investment process emphasizes strategic asset allocation and the long‑term use of no‑load mutual funds and ETFs, with fundamental analysis informing security selection and selective technical analysis applied to opportunities such as closed‑end fund discounts. An internal Investment Committee of the firm’s advisors sets policy and conducts periodic (at least semi‑annual) reviews, and the firm implements portfolios on a discretionary basis under limited trading authorization. Otto & Associates is a fee‑only, family‑owned RIA with a three‑advisor team and the founder still involved; the firm does not accept commissions or sell financial products. It charges for an initial exploratory meeting, maintains account minimums (with discretion to waive), and makes available alternative billing arrangements (retainer and hourly), while also employing private alternative investments and tactical closed‑end fund strategies that are less common among peers of similar size.

To learn more about the advisors currently working at Otto & Associates, Inc., 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.