A complete list of active advisors currently associated with Tilton-Steele International

Warmer can help you find a great advisor at Tilton-Steele International or one who fits your needs even better.

Tilton-Steele works with high‑net‑worth individuals, families, trusts, endowments, foundations, charitable organizations and pension plans. The firm does not manage client assets or take custody; instead it arranges introductions between investors and independent investment advisors and, where appropriate, maintains contact to help ensure client satisfaction. Rather than offering discretionary portfolio management, Tilton‑Steele screens and selects independent advisors using criteria such as stated investment philosophy, performance history relative to risk, and the advisor’s asset base. The firm monitors introduced portfolios in the context of those advisors’ rebalancing activity and is occasionally retained by clients on an hourly basis to provide research and analysis. Tilton‑Steele is uncommon among independent advisors in that it does not provide portfolio management for individual clients and does not rely on percentage‑of‑AUM fee billing; its business is referral‑focused and it is compensated through referral arrangements with third‑party managers. The firm addresses conflicts by applying a uniform referral arrangement and centralizes portfolio review responsibility with the firm’s principal, reflecting a small, boutique referral model.

To learn more about the advisors currently working at Tilton-Steele International, 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.