A complete list of active advisors currently associated with SDM Investments, LLC
Warmer can help you find a great advisor at SDM Investments, LLC or one who fits your needs even better.
SDM Investments, LLC is a fee‑based registered investment adviser that provides customized portfolio management and financial planning to individuals as well as institutional clients, including corporations, not‑for‑profit organizations, endowments, municipalities and pension funds. The firm uses percentage‑of‑assets billing for managed accounts and also offers hourly and modular financial planning engagements. The firm’s investment work centers on a Mid Cap Value strategy informed by fundamental, valuation‑driven research and typically constructs concentrated portfolios of roughly 15–25 holdings with a multi‑year horizon; SDM states it ordinarily manages accounts under agreed parameters on a discretionary basis and conducts at least annual reviews. SDM also offers performance‑based fee arrangements for qualified clients tied to the Russell Mid Cap Value Index, a structure the brochure notes can increase incentives for more concentrated or active management. Noteworthy distinctions include a disclosed regulatory matter from 2018 that was resolved by consent decree, and affiliations in which certain members act as licensed insurance agents and work with other insurance agencies — relationships the firm says are disclosed and may create conflicts when insurance products are recommended. The brochure also highlights services less common for small independents, such as serving institutional clients and providing occasional financial‑literacy or budgeting programs for adults and youth.
To learn more about the advisors currently working at SDM Investments, 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 |
|---|---|---|
Merrillville, IN
| 28
|
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