A complete list of active advisors currently associated with The Institute

Warmer can help you find a great advisor at The Institute or one who fits your needs even better.

The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and other business entities, managing approximately $1.37 billion for about 803 clients through a team of 17 advisors. Services described in the brochure include financial planning, discretionary and non-discretionary portfolio management, cash-management solutions, sub-advisory and signal-provider relationships, and access to private fund investments. The firm’s investment process is built around an internally led Investment Committee that constructs model portfolios using a mix of fundamental and technical analysis, and offers clients a choice of firm-managed models or advisor-managed (Rep as PM) customized implementations. Its strategy slate ranges from global, ESG-oriented core portfolios to tactical sector-rotation and targeted equity and income approaches, with the committee incorporating outside consultants and occasional third‑party managers into model construction. What distinguishes the firm from many multi-team peers is its role in pooled and private fund activities — it serves as an investment adviser to private funds and pooled vehicles, acts as a sub-advisor and signal provider to other advisers, and discloses claiming custody of private fund assets (with related surprise-audit procedures). The brochure also highlights notable business relationships and marketing arrangements (including referral programs and custodian-provided services) and discloses potential conflicts tied to affiliated fund management and outside business activities.

To learn more about the advisors currently working at The Institute, 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.