A complete list of active advisors currently associated with Sovereign Asset Management
Warmer can help you find a great advisor at Sovereign Asset Management or one who fits your needs even better.
Sovereign Asset Management is an independent, single‑advisor registered investment adviser that manages about $53 million in client assets for roughly 66 clients. The firm provides portfolio management services for individual investors and also advises pension or profit‑sharing plans and other institutional clients. Sovereign delivers ongoing portfolio management with regular account reviews and client communications. The firm issues periodic newsletters and market commentaries as part of its client outreach. What is distinctive about Sovereign is the combination of its solo‑practitioner scale with services more commonly associated with larger firms — notably pension/profit‑sharing plan advisory, institutional portfolio management, and published periodicals. This mix means its client base and service offerings differ from many similarly sized independent advisers.
To learn more about the advisors currently working at Sovereign Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Lexington, OH
| 19
| |
Lexington, OH
| 17
|
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