A complete list of active advisors currently associated with Round Table Investment Strategies, LLC

Warmer can help you find a great advisor at Round Table Investment Strategies, LLC or one who fits your needs even better.

Round Table serves individuals (including high‑net‑worth households), trusts, estates, small businesses, and retirement plans, offering discretionary asset management, financial planning, and both fiduciary and non‑fiduciary retirement‑plan consulting. The firm typically provides continuous portfolio supervision, bundles financial planning with asset management via a proprietary web‑based "Keep It Simple" planning tool, and generally applies a $1,000,000 asset‑management threshold (with some exceptions). The firm constructs portfolios as goal‑based or total‑return solutions, favoring broadly diversified mutual funds and ETFs and implementing strategic tilts informed by multi‑factor research (value, size, momentum, profitability, investment, and trend) rather than active stock‑picking or market timing. Fixed‑income allocations may emphasize term and credit premia and, for larger portfolios, access to alternative income strategies; Round Table also seeks standing discretionary authority to select and monitor sub‑advisers for portions of client accounts. Noteworthy differences from many peers include an affiliated accounting practice: a CPA on the advisory team owns a separate accounting firm and the brochure discloses referral arrangements, separate billing, and conflict‑management procedures when clients use those tax/accounting services. The firm also offers non‑investment retirement and executive career coaching provided by a certified coach who is a family member of firm leadership, and it maintains a referral/working relationship with a multi‑family office for ultra‑high‑net‑worth prospects, with relevant conflicts disclosed.

To learn more about the advisors currently working at Round Table Investment Strategies, 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.