A complete list of active advisors currently associated with Terril & Company

Warmer can help you find a great advisor at Terril & Company or one who fits your needs even better.

Terril & Company is an SEC-registered investment adviser that manages approximately $988 million on a discretionary basis for individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates and other entities. The firm provides portfolio management and occasional consulting on an hourly basis, but does not offer standalone financial planning services. Terril’s investment process emphasizes fundamental analysis and a long-term holding horizon—often three years or more—while seeking undervalued assets or catalysts for change; it also operates two quantitative asset-selection models intended for lower-volatility and more aggressive mandates. Portfolios are typically more concentrated than many peers, and Terril may employ derivative instruments such as futures in separately managed accounts as part of its risk and return management. Distinctive elements in the brochure include authority to cross-trade fixed income between client accounts, use of block trades and individualized allocation procedures, and the firm’s ability to invest in a wide range of instruments beyond common equity and bonds (including private equity, real estate and interests in art or collectibles). Taken together, these practices reflect a high‑discretion, concentrated approach with occasional use of derivatives and nontraditional investments that differentiates Terril from many team-based advisory firms.

To learn more about the advisors currently working at Terril & Company, 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.