A complete list of active advisors currently associated with Treger & Associates

Warmer can help you find a great advisor at Treger & Associates or one who fits your needs even better.

The firm provides discretionary portfolio management and written financial planning primarily to individual and high‑net‑worth clients, including estate and trust accounts. It also addresses retirement‑account rollovers and acknowledges its fiduciary obligations under the DOL's PTE 2020‑02 when advising on such matters. Investment advice is tailored through a written Investment Plan and implemented on a discretionary basis, using fundamental analysis and a mix of long‑ and short‑term purchase strategies. The firm emphasizes mutual funds and exchange‑traded funds while also advising on other securities, including equities, corporate debt securities, and commercial paper as appropriate, and conducts periodic account reviews with an annual client meeting offered. Distinctive features include managing roughly $89.5 million across about 55 client relationships as a solo practitioner and delivering written financial plans only to clients who engage for portfolio management. The brochure also discloses services and investment types that are commonly relevant to business or retirement‑plan needs and notes routine use of an institutional custodian platform for trade execution and reporting—operational points prospective clients may wish to consider.

To learn more about the advisors currently working at Treger & Associates, 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.