A complete list of active advisors currently associated with Select Investment Services

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

The firm provides investment management and financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. Services include continuous portfolio management, project-based and ongoing financial planning, and outsourced CFO services that coordinate with clients’ other professionals. Portfolios are built from client-specific investment policy statements and managed using a mix of passive and active strategies, with fundamental, technical, and cyclical analysis informing selections; the firm also can refer clients to third‑party managers and subscribe to model portfolios on digital platforms. The brochure notes a recent addition to the investable universe — recommendations to include Digital Asset ETFs — and clients receive periodic reviews and custodial reporting. A distinctive feature is that the firm’s principal also operates an affiliated insurance brokerage and may sell insurance products to clients for separate, customary compensation, an arrangement the brochure discloses as a potential conflict of interest and which accounts for a substantial portion of the principal’s time. The adviser operates at a small scale (roughly $450,000 in assets across eight clients as a solo adviser) while offering CFO-style services, serving on a public pension board in a trustee role, and relying on digital custodians and model marketplaces to implement client strategies.

To learn more about the advisors currently working at Select Investment Services, 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.