A complete list of active advisors currently associated with Personal Asset Management

Warmer can help you find a great advisor at Personal Asset Management or one who fits your needs even better.

The firm provides discretionary and recommendation-based asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and small business entities. Services range from ongoing portfolio management to one‑time or periodic consulting engagements and written financial plans tailored to client needs. The firm’s investment process relies primarily on fundamental analysis and a long‑term strategy with generally modest trading; portfolios are invested mostly in individual stocks, bonds and CDs, with options and exchange‑traded funds used when appropriate and margin employed only at a client’s direction. Portfolios are customized to each client’s goals and risk tolerances, monitored at least quarterly, and clients receive consolidated quarterly performance reports. Compared with many solo independent advisers, the firm both manages institutional relationships (notably pension and profit‑sharing plans) and maintains a contingency management arrangement to assist another registered adviser, practices that are less common among peers. The sole investment professional holds advanced professional credentials and the firm discloses operational distinctions such as not voting client proxies and aggregating trades when practical.

To learn more about the advisors currently working at Personal Asset Management, 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.