A complete list of active advisors currently associated with Strive Investment Management, LLC

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

The firm provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, small businesses, foundations and charitable organizations. Planning services are offered on a broad-based or modular basis (covering cash flow, retirement, education, tax and estate issues) and portfolio management is offered on an ongoing, discretionary basis. The firm’s investment approach blends fundamental and technical analysis and employs both active and passive strategies to construct diversified, tax-aware portfolios. Recommended holdings may include mutual funds and ETFs as well as individual equities, fixed income, REITs, MLPs and, when appropriate, options strategies or leveraged/inverse ETFs, with periodic reviews and rebalancing to reflect changing objectives or market conditions. Distinctive features for a firm of this size include a single-advisor structure that does not utilize sub‑advisors and a principal who is separately licensed as an independent insurance agent and may earn commissions from insurance sales, a potential conflict the brochure discloses. The firm prefers Interactive Brokers as its custodian and participates in the custodian’s advisor support program (receiving research and operational services), does not vote client proxies or participate in related litigation on clients’ behalf, and does not act as custodian or engage in proprietary trading.

To learn more about the advisors currently working at Strive Investment Management, LLC, 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
Seth Swindle	American Fork, UT	9

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