A complete list of active advisors currently associated with The Just Company
Warmer can help you find a great advisor at The Just Company or one who fits your needs even better.
The firm provides investment portfolio management, financial planning, and ongoing financial advisory and consulting services, including written financial plans and annual reviews, and may recommend insurance products to clients. As of December 31, 2023 it reported $16,358,801 in assets under advisement and no discretionary managed accounts. Its investment approach combines technical and cyclical analysis—using charting, proprietary software and trading models—and the brochure discloses that the firm may employ market timing as part of its strategy, an approach that is uncommon among peers. The firm also uses a range of trading strategies (including long and short positions, options and margin) and offers both asset-based management programs alongside consulting billed on an hourly basis. Compared with many investment manager peers, the firm’s profile is notable for advising a multi‑million dollar asset base while reporting no discretionary managed accounts, indicating a primarily consultative/advisory role. The brochure also discloses that firm personnel may sell insurance for commission and records a past FINRA administrative action related to a disclosure matter, which are governance and conflict-of-interest considerations for prospective clients.
To learn more about the advisors currently working at The Just 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.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 42
|
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