A complete list of active advisors currently associated with Ruby Financial
Warmer can help you find a great advisor at Ruby Financial or one who fits your needs even better.
RUBY Financial provides investment advisory and financial planning services, including asset allocation, selection of investments, and non‑securities advice such as tax, estate, and business planning. The firm’s brochure notes it is not currently accepting or servicing active clients but historically identified potential clients across individuals, high‑net‑worth clients, businesses, trusts, charitable institutions and other institutional types. Advisory services are provided on a non‑discretionary, individualized basis, with recommendations guided by client objectives, risk tolerance, liquidity needs and a mix of fundamental, technical (charting) and cyclical analysis. The firm reports it does not take custody of client assets, does not vote proxies on clients’ behalf, and performs portfolio tracking daily with at least quarterly performance reviews. Compared with many investment managers, RUBY Financial also maintains accident, life and health insurance licenses and discloses it may obtain and place insurance products for clients, potentially receiving commissions for that business. The brochure further indicates the firm can work with a broad set of institutional counterparts and other advisers and may act as a solicitor or recommend third‑party money managers — a combination of insurance activity and solicitor/third‑party manager relationships that is uncommon among peers.
To learn more about the advisors currently working at Ruby Financial, 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 |
|---|---|---|
Washington, MI
| 15
|
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