A complete list of active advisors currently associated with Slagel Investment Management

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

Slagel Investment Management provides fee-only investment portfolio planning and management to individuals, families, small businesses and trusts, offering continuous discretionary management, one-time investment reviews, and a Fiduciary Mapping & Monitoring service currently in development. The firm operates both fund-based Core portfolios and more actively managed Performance portfolios that may include individual stocks. The firm emphasizes strategic asset allocation and a core-and-satellite approach, using low-cost passive index funds as the foundation while adding active selections where appropriate, with routine rebalancing and tax-loss harvesting employed as needed. It aggregates held-away accounts through vendor integrations and uses software with AI features for administrative tasks and research support, although final buy/sell decisions are made by the firm and most client assets are managed on a discretionary basis. Distinctive aspects disclosed in the brochure include past regulatory matters (a 2006 enforcement action and a 2019 settlement that resulted in remediation measures, temporary restrictions on offerings involving options and certain alternative investments, and engagement of a compliance consultant). The firm’s owner is also affiliated with an accounting practice, Accounting Associates, Inc., with reciprocal referrals and a substantial allocation of the owner’s time to both businesses, a relationship the firm identifies as an economic conflict of interest.

To learn more about the advisors currently working at Slagel Investment Management, 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.