A complete list of active advisors currently associated with Pochop Financial Management, Inc.

Warmer can help you find a great advisor at Pochop Financial Management, Inc. or one who fits your needs even better.

Pochop Financial Management provides investment advisory and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and business entities. Services include discretionary portfolio management and limited consulting on retirement, estate, cash flow and college-planning matters, with regular reporting to clients. The firm begins with an initial interview and data-gathering process to set objectives and typically allocates assets among individual equities, fixed income and mutual funds. Its investment process draws on a mix of fundamental, technical/charting and cyclical analysis, conducts ongoing account reviews, and uses an institutional custody and trade-execution platform. As a single-advisor firm managing roughly $37 million for about 70 clients, Pochop Financial Management operates with a relatively concentrated client base and a small advisory team. The firm’s principal holds professional credentials, the firm enforces a written Code of Ethics, does not participate in soft-dollar arrangements, and does not vote client proxies (clients receive proxy materials directly).

To learn more about the advisors currently working at Pochop Financial Management, 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.