A complete list of active advisors currently associated with Symphony Wealth Management
Warmer can help you find a great advisor at Symphony Wealth Management or one who fits your needs even better.
Symphony Wealth Management is a registered investment adviser that offers discretionary investment management to individuals, business entities, trusts, estates and family offices and provides advice related to unaffiliated private investment funds and private placement offerings. The firm’s brochure describes ongoing due diligence and monitoring services for private funds and the ability to include alternative investments, ETFs and mutual funds in managed portfolios. The firm emphasizes asset allocation as the cornerstone of its investment process, using modern portfolio theory and fundamental analysis to construct individualized portfolios guided by written investment policy statements. SWM maintains model portfolios, conducts semi-annual formal reviews and rebalances as needed, and typically implements client accounts through qualified custodians with block trading and other institutional trade execution functionality. Compared with many peer investment managers, SWM’s brochure highlights direct involvement with private fund due diligence and private placement recommendations — capabilities that are less common among managers focused on pooled or institutional mandates. The brochure also notes the firm operates on a small scale (single-advisor structure), does not participate in wrap-fee or soft-dollar arrangements, and may waive its stated $1,000,000 account minimum in particular circumstances.
To learn more about the advisors currently working at Symphony Wealth Management, 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 |
|---|---|---|
Tampa, FL
| 30
|
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