A complete list of active advisors currently associated with TimeCapital Investor Advisory Services Inc

Warmer can help you find a great advisor at TimeCapital Investor Advisory Services Inc or one who fits your needs even better.

TimeCapital Investor Advisory Services Inc. provides investment advice primarily to individual investors, including high‑net‑worth clients, and also serves pension plans, trusts and retirement-plan sponsors. The firm offers separately managed accounts, model-portfolio solutions, multi‑manager programs, private placement access and both discretionary and non‑discretionary portfolio management. Investment programs are constructed from ten actively managed model portfolios and a menu of solutions that include conservative fixed‑income, passive, active equity and multi‑manager approaches, employing a combination of top‑down asset allocation and bottom‑up security selection. Portfolios generally pursue long‑only equity exposure but may include ETFs, mutual funds, small‑capitalization stocks, MLPs and convertible securities, and account guidelines can be negotiated on a case‑by‑case basis with periodic reviews. Distinctive features disclosed in the brochure include an affiliation with an in‑house broker‑dealer that shares principals with the adviser and receives commissions, placement and referral fees from third‑party managers and private investments, a relationship the firm identifies as creating potential conflicts of interest. The adviser also sponsors a wrap fee program executed through Pershing Advisor Solutions that clients may elect to consolidate transaction costs, and it reports a near even split between discretionary and non‑discretionary assets under management.

To learn more about the advisors currently working at TimeCapital Investor Advisory Services Inc, 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.