A complete list of active advisors currently associated with Theory Financial
Warmer can help you find a great advisor at Theory Financial or one who fits your needs even better.
Theory Financial is a registered investment adviser serving individuals (including high-net-worth clients), trusts, estates, corporations, pension and charitable clients, managing roughly $319.2 million across about 252 client relationships with a three-advisor team. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement advisory services and consulting. Theory constructs customized portfolios using a strategic, globally balanced asset-allocation framework primarily implemented with diversified mutual funds and ETFs, while incorporating individual stocks and bonds when appropriate. The firm combines Modern Portfolio Theory and fundamental analysis with cyclical analysis, monitors accounts regularly, and rebalances to policy targets, typically exercising discretionary trading authority when engaged. Noteworthy features include a relatively large AUM relative to its small advisory team and an operational model that generally provides financial planning at no additional charge to investment-management clients, aligning planning with portfolio oversight. Theory recommends institutional custody (Charles Schwab) and uses third-party reporting platforms (Tamarac/Orion), does not accept commission-based compensation, and leaves proxy voting authority with clients.
To learn more about the advisors currently working at Theory Financial, 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 |
|---|---|---|
Fort Collins, CO
| 21
| |
Fort Collins, CO
| 19
| |
Fort Collins, CO
| 19
|
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