A complete list of active advisors currently associated with Reitz Capital Advisors LLC

Warmer can help you find a great advisor at Reitz Capital Advisors LLC or one who fits your needs even better.

Reitz Capital Advisors provides investment management, financial planning and consultation to a mix of private and institutional clients. The firm reports approximately $103 million in discretionary assets under management and indicates a client base in which a majority of assets are attributable to high‑net‑worth individuals, alongside pension and profit‑sharing plans, charitable organizations, corporations and state or municipal government entities. The firm’s investment approach centers on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis, with portfolios typically constructed from mutual funds, ETFs, individual equities and fixed‑income securities. Portfolios are managed with a long‑term orientation and periodic monitoring, and the advisor may exercise limited discretionary trading authority under client authorization. What distinguishes this advisory practice from many peers is the combination of a high concentration of high‑net‑worth household assets together with a notable institutional client mix (plans, charitable and government entities) for an independent advisor of its scale. The brochure also discloses that the firm’s compliance principal holds CFP credentials and that certain personnel engage in insurance sales in a separate capacity, with those conflicts described in its disclosures.

To learn more about the advisors currently working at Reitz Capital Advisors 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.