A complete list of active advisors currently associated with Reinhart Asset Management LLC

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

The firm provides discretionary investment management and investment consulting to a small client base that includes individuals, pension and profit-sharing plans, trusts, estates, corporations and other entities, reporting roughly $2.88 million in assets under management across 18 client accounts. Its primary offering is the SPECTRUM program, delivered through three series of portfolios (SPECTRUM, SPECTRUM Balanced and SPECTRUM Leveraged) that can include ETFs, mutual funds, stocks, bonds and cash equivalents. Investment decisions are guided by a Hybrid Analytical Process that combines fundamental, technical, quantitative and qualitative analysis to generate market signals that feed a Portfolio Design System (target weightings, category weighting, balanced funds and use of inverse/sector instruments). Management is generally discretionary; strategies may involve higher turnover, concentrated positions and tactical use of inverse and leveraged ETFs in certain market environments. Noteworthy features for a firm of this size include its participation in an institutional custody and service program with Charles Schwab for operational and reporting support, and its offering of consulting engagements billed hourly or as flat/project fees in addition to asset-based management. The firm also uses client testimonials in its advertising materials, a practice that is uncommon among independent solo advisers.

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