A complete list of active advisors currently associated with Owens Investment Advisors LLC
Warmer can help you find a great advisor at Owens Investment Advisors LLC or one who fits your needs even better.
Owens Investment Advisors provides discretionary portfolio management, financial planning, and business retirement plan advice to individuals, high‑net‑worth clients, and corporations or business entities, including guidance on 401(k) provider selection. The firm documents client goals, time horizon, and risk tolerance in an Investment Policy Statement and offers advice across mutual funds, fixed income, ETFs, REITs, annuities and other securities. The firm’s investment approach combines modern portfolio theory with fundamental and cyclical analysis and employs a long‑term trading horizon, with discretionary authority to implement the agreed strategy. Custody and execution are handled through a single institutional custodian and the brochure discloses that the firm may receive research and related services from that custodian. Noteworthy differences from many peers include explicit services for corporate/business clients and the adviser’s registration as a licensed insurance agent, which the brochure discloses can result in recommendations of commissionable insurance or annuity products. The brochure also highlights access to less‑common investment types for a firm of this size—private placements, venture capital funds, commodities and precious‑metals ETFs—and recent additions of formal financial planning and business retirement plan services.
To learn more about the advisors currently working at Owens Investment Advisors 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 |
|---|---|---|
Mission Viejo, CA
| 18
|
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