A complete list of active advisors currently associated with Reliant Investment Partners, LLC
Warmer can help you find a great advisor at Reliant Investment Partners, LLC or one who fits your needs even better.
Reliant Investment Partners is an SEC-registered investment adviser managing about $268 million on a discretionary basis for individual and high‑net‑worth clients, offering portfolio management and comprehensive financial planning services. The firm develops individualized investment policy statements and implements tailored portfolios while addressing cash‑flow, retirement, tax, estate and business planning needs. Reliant combines passive and active management and uses fundamental, technical, cyclical and charting analysis to build and rebalance client portfolios, exercising discretionary authority and providing at least quarterly account reviews. The firm provides financial planning on a fixed‑fee or hourly basis and uses a third‑party platform to facilitate discretionary management of held‑away retirement accounts. The brochure discloses several features that are less common among peers: advisors are licensed to sell life and health insurance, the firm provides contact information for attorneys and accountants and may participate in meetings with those professionals, and the firm has disclosed transition‑related compensation from a custodian. Reliant also serves a relatively high number of clients per advisor (over 200), a client‑service mix that can affect capacity and operational practices compared with similarly sized supported firms.
To learn more about the advisors currently working at Reliant Investment Partners, 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 |
|---|---|---|
Pinehurst, NC
| 29
| |
Pinehurst, NC
| 3
| |
Pinehurst, NC
| 17
|
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