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

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

The firm primarily serves individual investors through discretionary portfolio management and also offers hourly consultative advisory services. According to its brochure, it manages approximately $52.1 million in discretionary accounts and acts as plan advisor for about $3.07 million in three non-discretionary 401(k) retirement plan accounts. Investment strategies are customized to client needs and combine low-cost index ETFs, index funds, individual stocks, bonds, and REIT exposure. The firm offers a concentrated Individual Stock Portfolio of 40–60 holdings that follows a value-and-growth approach using fundamental research (SEC filings, third‑party reports, media, and meetings with company management). What is atypical for a small, fee-only independent adviser is its acceptance of corporate/business clients, charitable organizations, and retirement plan clients — client types that are uncommon among peers. The firm’s principal also operates a financial-data subscription software service and emphasizes hands-on fundamental research for stock selection, which distinguishes its capability set relative to many solo advisers.

To learn more about the advisors currently working at Strubel 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.