A complete list of active advisors currently associated with Professional Analysts, LLC
Warmer can help you find a great advisor at Professional Analysts, LLC or one who fits your needs even better.
The firm provides financial planning and discretionary asset management to individual clients, offering comprehensive, estate and single‑needs planning as well as portfolio management and allocation advice for employer‑sponsored retirement plans. It manages approximately $37.7 million in discretionary assets for a small client base and periodically offers educational workshops and recommendations for independent investment managers. The investment approach emphasizes Modern Portfolio Theory and explicit asset allocation (strategic, tactical and dynamic) implemented mainly through pooled vehicles and mutual funds, with discretionary trading authority limited to maintaining agreed fund portfolios. The firm uses a team concept for plan development, conducts quarterly reviews and rebalancing, and coordinates implementation and ongoing monitoring with outside professionals when appropriate. What is distinctive is the firm’s mix of industry affiliations: planners are also registered representatives and licensed insurance agents, and the firm maintains ties with a broker‑dealer, other advisers, and insurance companies — arrangements that can lead to commission‑based implementation outside the advisory agreement. The client base notably does not include high‑net‑worth households, indicating a primary focus on non‑HNW individual investors and ongoing practice continuity since the early 1980s.
To learn more about the advisors currently working at Professional Analysts, 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 |
|---|---|---|
Bay City, MI
| 55
|
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