A complete list of active advisors currently associated with The Innes Associates, Ltd.
Warmer can help you find a great advisor at The Innes Associates, Ltd. or one who fits your needs even better.
The Innes Associates, Ltd provides discretionary investment management and pension and trust accounting services to individuals, trusts, estates, charitable organizations, pension plans, corporations, and municipal government entities in the State of Arizona. The firm uses custodial accounts at Charles Schwab and funds its model portfolios primarily with mutual funds, employing ETFs only when deemed appropriate. The firm’s investment process emphasizes modern portfolio theory and determined asset allocation across four model portfolios (Defensive Balanced, Conservative Balanced, Balanced, and Equity), and uses charting plus fundamental and technical analysis to inform decisions. Clients complete a risk assessment and investment policy statement before account opening, and accounts are monitored with regular reviews (at least quarterly) and rebalancing as needed. What is distinctive is the combination of a small, state-registered advisory practice (disclosed assets under management of roughly $13 million) with pension consulting and retirement-plan trust accounting responsibilities, including preparation of trust balance sheets, participant distributions, and tax forms. The adviser may also act as the investment adviser to those retirement plans and provides services specifically to municipal government entities in Arizona, services that are less common among independent solo advisers.
To learn more about the advisors currently working at The Innes Associates, Ltd., 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 |
|---|---|---|
Tempe, AZ
| 12
|
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