A complete list of active advisors currently associated with Splizer Invest

Warmer can help you find a great advisor at Splizer Invest or one who fits your needs even better.

Splizer Invest provides portfolio management and financial planning to individual clients, serving both non‑high‑net‑worth and high‑net‑worth households, and also offers pension consulting and retirement-plan advisory services to employee benefit plans and plan participants. The firm states it acts in ERISA fiduciary capacities when advising retirement accounts and offers tailored financial plans and comprehensive planning engagements. The firm documents client objectives in Investment Policy Statements and commonly requests discretionary authority to implement model allocations and ongoing monitoring. Investment management emphasizes a predominantly technical‑based passive approach complemented by active strategies (approximately an 80/20 split) and uses charting, fundamental, quantitative and technical analysis, with the capacity to employ ETFs, options, and margin where appropriate. Noteworthy for a firm of its size and structure, Splizer operates as a solo practitioner and provides both fixed‑fee planning options and an ongoing comprehensive planning service with periodic check‑ins — features that are less common among peers without active advisory staffs. It combines pension consulting and retirement‑plan services with direct portfolio management for individual clients while not serving as a private‑fund adviser, an uncommon mix of services for a small advisory firm.

To learn more about the advisors currently working at Splizer Invest, 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.