A complete list of active advisors currently associated with Sensenig Capital Advisors, Inc.

Warmer can help you find a great advisor at Sensenig Capital Advisors, Inc. or one who fits your needs even better.

Sensenig Capital Advisors, Inc. is an SEC‑registered independent investment adviser that provides wealth management, asset management, consulting, recurring consulting and pension consulting to individuals (including high‑net‑worth clients), trusts, estates and retirement plan sponsors. The firm manages roughly $213 million for about 134 clients and administers client assets on a custodial platform at Charles Schwab Institutional, including an asset‑management option within its recurring consulting program. The firm’s investment approach emphasizes long‑term, globally diversified, buy‑and‑hold portfolios grounded in Modern Portfolio Theory and implemented principally with passively managed mutual funds and institutional ETFs, supplemented by fundamental analysis and periodic rebalancing. Most client accounts are managed on a discretionary basis, while a limited number of legacy relationships remain non‑discretionary. Noteworthy distinctions include the firm’s regular client communications — an informational email newsletter distributed approximately 12 times per year to clients and other interested parties — and its use of client testimonials in advertising, both of which the ADV highlights as uncommon among peers. The brochure also discloses that Sensenig facilitates fee‑based variable annuity services through third‑party broker‑dealers (and may include those annuity values in asset‑based fee calculations) and that principals have modest outside real‑estate investment interests disclosed to clients.

To learn more about the advisors currently working at Sensenig Capital Advisors, Inc., 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.