A complete list of active advisors currently associated with Reeser Advisory Services Inc.

Warmer can help you find a great advisor at Reeser Advisory Services Inc. or one who fits your needs even better.

The firm provides investment advisory and portfolio management services to individual clients, serving both high-net-worth and non-high-net-worth households. It is a small adviser with two advisors and a limited client roster (around 26 clients), focusing on direct management and ongoing advisory relationships with individuals. The firm’s approach emphasizes portfolio management informed by institutional investment practices, combining the principal’s long-term investment experience with hands-on advisory work. The owner is the primary supervisor of advisory activities, and a second advisor contributes prior broker‑dealer and operations experience to support client service and back‑office processes. What distinguishes the firm from many peers is the principal’s decades of chief investment officer experience at large nonprofit and university investment organizations, an uncommon background for a firm of this size. The firm’s disclosures report no disciplinary history for supervised persons and indicate few outside business activities or additional compensation arrangements, which may be relevant to prospective clients assessing conflicts of interest.

To learn more about the advisors currently working at Reeser Advisory Services 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.