A complete list of active advisors currently associated with T.A. Salomon Asset Management PLLC

Warmer can help you find a great advisor at T.A. Salomon Asset Management PLLC or one who fits your needs even better.

T A Salomon Asset Management provides discretionary investment supervisory services and financial planning to individuals and high-net-worth individuals, and states it has no account minimum. The firm reports managing about $30 million across roughly 45 client relationships and prepares an individualized Investment Policy Statement for each client. The firm’s investment approach combines fundamental and cyclical analysis and employs both long-term and short-term trading strategies, with authority to select securities and execute transactions without prior client permission. Accounts are reviewed at least quarterly by the firm’s lead advisor, and the manager uses block trading to aggregate orders across client accounts. A few operational features distinguish the firm from many peers: it requires clients to use a specific custodian/broker-dealer and reports receiving no soft-dollar benefits or outside compensation for recommendations. The combination of a relatively concentrated client base, no stated account minimum, and a willingness to use short-term trading strategies may result in more directly managed, client-specific portfolios than is typical for firms of similar size.

To learn more about the advisors currently working at T.A. Salomon Asset Management PLLC, 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.