A complete list of active advisors currently associated with SA Investment Advisory

Warmer can help you find a great advisor at SA Investment Advisory or one who fits your needs even better.

SA Investment Advisory provides non-discretionary investment advisory and consulting services to individual and high‑net‑worth clients, offering tailored recommendations after conducting research and due diligence; clients are responsible for implementing any transactions. The firm currently does not manage client assets, does not accept custody, and reports no regulatory assets under management. The firm’s investment approach emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, using fundamental, technical, and cyclical analysis to inform recommendations. It may recommend a wide range of instruments — including exchange‑listed securities and ETFs, over‑the‑counter and foreign securities, corporate and municipal debt, mutual funds evaluated by manager tenure and performance, and cash positions used as hedges — and considers both short‑ and long‑term holdings when tailoring advice. Notably, SA Investment Advisory charges hourly fees rather than a percentage‑of‑assets fee and does not provide discretionary portfolio management or custody, an arrangement that is uncommon among firms in its category. The firm is led by its owner, who maintains an active clinical practice as a nurse practitioner, and conducts account reviews and reporting only upon client request, further distinguishing its operating model from more traditional investment managers.

To learn more about the advisors currently working at SA Investment Advisory, 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.