A complete list of active advisors currently associated with Stu Hawver, CFA, MBA, LLC
Warmer can help you find a great advisor at Stu Hawver, CFA, MBA, LLC or one who fits your needs even better.
The firm provides discretionary investment management and integrated financial planning to individual clients and trusts, using mutual funds and exchange‑traded funds as the primary investment vehicles. The firm does not advise on individual stocks, bonds, or options, and financial planning is offered as part of its portfolio management service. Investment decisions are guided by Modern Portfolio Theory: the firm offers a set of model risk/return portfolios, uses Monte Carlo simulations to assess cash‑flow objectives and identify the lowest‑risk portfolio expected to meet client goals, and documents the chosen allocation in an Investment Policy Statement with periodic rebalancing. The firm emphasizes low‑cost, tax‑efficient index funds and ETFs (including fundamental-weighted indexes where available) and manages accounts on a discretionary basis. Uncommonly for its peer group, the firm offers performance‑based fee arrangements to qualifying clients while also managing asset‑based accounts, and it discloses policies intended to mitigate side‑by‑side conflicts (for example, limits on the profit subject to performance fees, use of Investment Policy Statements, and rebalancing discipline). The firm’s principal holds the CFA designation and adheres to the CFA Institute and Asset Manager codes of conduct, and the brochure highlights explicit conflict disclosures and formal documentation as part of its governance.
To learn more about the advisors currently working at Stu Hawver, CFA, MBA, 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 |
|---|---|---|
Wolfeboro, NH
| 21
|
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