A complete list of active advisors currently associated with Sullivan Haymaker
Warmer can help you find a great advisor at Sullivan Haymaker or one who fits your needs even better.
Sullivan Haymaker provides portfolio management and financial planning for individuals, including high‑net‑worth clients, charging asset‑based fees and with no stated account minimum. Services include creating an Investment Policy Statement, regular portfolio monitoring, and recommendations that can include insurance products and annuities as part of a client’s plan. The firm documents client risk tolerance and investment objectives and uses those Investment Policy Statements to guide decision‑making; its brochure notes the firm may request discretionary authority, while reporting its current assets as entirely non‑discretionary. Methods of analysis include charting and modern portfolio theory, and the firm employs a range of strategies from long‑term investing to short‑term trading and derivatives (options, margin, and short sales). A distinctive feature disclosed in the brochure is that the firm’s advisor is a licensed insurance agent who accepts compensation for the sale of insurance and annuity products, a conflict the firm says it discloses and monitors. The brochure also shows availability of a broad menu of investment types — including hedge funds, private equity, venture capital, private placements, and precious‑metal ETFs — and the use of complex trading strategies, which is less common for a small independent advisory practice.
To learn more about the advisors currently working at Sullivan Haymaker, 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 |
|---|---|---|
Indianapolis, IN
| 23
|
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