A complete list of active advisors currently associated with SecurEstate
Warmer can help you find a great advisor at SecurEstate or one who fits your needs even better.
SecurEstate Financial Services provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and addressing retirement, tax, insurance, and college planning. The firm also facilitates selection of third‑party advisers and may direct clients to an outside sub‑advisor for certain managed strategies. The firm’s investment process combines fundamental and quantitative analysis with modern portfolio theory and a long‑term trading orientation, and it typically manages client accounts on a discretionary basis with quarterly reviews. Custody is maintained through an institutional custodian and implementation can include ETFs, mutual funds, fixed income, equities, and the use of sub‑advisors or model portfolios. Noteworthy for a firm of its size, SecurEstate is a family‑owned advisor with two principals who also maintain brokerage and insurance licenses; those ancillary activities can generate commission‑based compensation and are disclosed as potential conflicts the firm documents for clients. The firm imposes no account minimums, offers fixed‑fee financial planning as a separate service, and receives institutional custody services and occasional soft‑dollar research or other benefits that may factor into broker selection.
To learn more about the advisors currently working at SecurEstate, 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 |
|---|---|---|
Pendleton, IN
| 36
| |
Pendleton, IN
| 9
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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