A complete list of active advisors currently associated with Time Investments, LLC

Warmer can help you find a great advisor at Time Investments, LLC or one who fits your needs even better.

Time Investments, LLC is a single-advisor independent investment adviser that provides personalized investment advisory and asset management services focused on federally insured credit unions and small-business 401(k) plans, while also offering consultation to senior officers and, occasionally, individuals. The firm bills on a percentage-of-assets basis and does not act as custodian; clients retain asset control through SEC- and FINRA-registered custodians or third-party administrators. Advisory relationships are conducted on a non-discretionary basis: Time Investments prepares investment policy statements, recommends investment selections (often providing a list of mutual fund options for 401(k) plans), and consults with plan officers or individual clients who make the final decisions. Accounts are reviewed at least quarterly and as needed, using a mix of fundamental, technical, charting and cyclical analysis and third-party research resources such as Bloomberg and TDAmeritrade. What is distinctive about the firm is its institutional orientation within a solo-practitioner model—current client relationships are reported as exclusively credit unions and 401(k) plans, a client mix that is uncommon among independent advisers and that entails coordination with TPAs and institutional custodians. The firm also manages assets on a primarily non-discretionary basis and does not vote client proxies, reflecting a consultative rather than delegated trading role.

To learn more about the advisors currently working at Time Investments, LLC, 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.