A complete list of active advisors currently associated with Richard P. Slaughter Associates, Inc.
Warmer can help you find a great advisor at Richard P. Slaughter Associates, Inc. or one who fits your needs even better.
Richard P. Slaughter Associates, Inc. advises individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and other businesses through wealth management and financial planning services. Services include discretionary and nondiscretionary managed accounts, hourly consulting, and advice on mortgages, real estate, insurance, tax and estate planning, and the selection of other advisors and private fund managers. The firm emphasizes active asset management alongside comprehensive financial planning, using both fundamental and technical analysis and manager selection when appropriate. Its investment toolkit includes long- and short-term purchases, manager selection in specialized strategies, options writing (covered and uncovered), spreading strategies, short sales and margin, and it manages accounts on either a discretionary or nondiscretionary basis under limited power of attorney. Distinctive aspects noted in the brochure include its ownership and operational ties to a holding company and formal affiliations with a state‑registered adviser and a retirement‑plan consulting affiliate that provides employer‑sponsored plan services; the firm provides shared office and operational support to those affiliates and discloses the referral‑related conflicts. The firm also publishes articles and newsletters and offers educational programming (including professional education events with its custodian), and it explicitly discloses the use of derivatives and borrowing in managed accounts — activities and client outreach that are less common among peer team firms.
To learn more about the advisors currently working at Richard P. Slaughter Associates, 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.
You can also browse Richard P. Slaughter Associates, Inc.'s office locations.
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