A complete list of active advisors currently associated with POULOS, Ernest, D.

Warmer can help you find a great advisor at POULOS, Ernest, D. or one who fits your needs even better.

The firm provides personalized portfolio management to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, and other business entities. As a sole‑proprietor registered investment adviser, it manages roughly $5.16 million on a discretionary basis for a small number of clients and offers both discretionary and non‑discretionary services tailored to client objectives. Investment decisions are formulated using a combination of fundamental and technical analysis and implemented through customized asset allocation with periodic rebalancing. The firm supervises accounts on an ongoing basis with formal reviews at least quarterly and adjusts portfolios as market conditions or client circumstances change. A noteworthy feature is that the firm will, in some cases, negotiate performance‑based fee arrangements with qualified clients, calculating fees using both realized and unrealized gains; the brochure discloses the potential conflicts this can create and describes procedures intended to allocate opportunities fairly. The firm also has no stated account minimums, does not offer a wrap fee program, and reflects a long tenure operating as a sole practitioner with prior experience in the broker‑dealer channel.

To learn more about the advisors currently working at POULOS, Ernest, D., 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.