A complete list of active advisors currently associated with TMT Investment Adviser

Warmer can help you find a great advisor at TMT Investment Adviser or one who fits your needs even better.

TMT Investment Adviser is a newly formed, state-registered investment adviser that offers discretionary investment management alongside standalone financial planning services. The firm positions its services for pooled or institutional-style mandates as well as high-net-worth individuals, family offices, and business clients, and reported no assets under management at initial registration. The firm’s investment approach centers on tailored asset-allocation strategies using mutual funds and ETFs, with portfolio construction informed by fundamental analysis and Modern Portfolio Theory; portfolios are generally managed on a discretionary basis with quarterly reviews and the option for client-imposed restrictions. Client engagement is virtual-first, with planning delivered through a documented discovery process and an agreed-upon plan delivery timeline, and the firm uses an institutional custody platform and block trading for execution. What distinguishes this firm from many peers is the combination of institutional-style AUM billing with an uncommon hourly billing option for financial planning, offered alongside its advisory services. Additional notable features in the brochure include its recent formation with no prior AUM, a single investment professional operating the firm while maintaining a long-standing corporate career in supply chain management, and operational practices that rely on electronic delivery and leave proxy voting responsibilities with clients.

To learn more about the advisors currently working at TMT Investment Adviser, 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
Won Lee	Loveland, OH	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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