A complete list of active advisors currently associated with Tremont Street Advisors, LLC

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

Tremont Street Advisors is a fee‑based investment adviser that serves individuals, high‑net‑worth clients, business owners, and retirement plans. The firm provides discretionary and non‑discretionary portfolio management and also offers ERISA plan services, including limited‑scope 3(21) fiduciary advice for 401(k)-type plans. Portfolios are tailored to each client’s goals and risk tolerance and are managed using a combination of fundamental, technical, cyclical and economic analysis with both long‑ and short‑term strategies and strategic asset allocation. The firm commonly utilizes third‑party managers and programs (including SEI/SIMC solutions) and conducts formal account reviews on an annual basis, with written account statements delivered at least quarterly. Distinctively, the advisory platform is closely connected to both accounting and insurance activities: firm principals maintain insurance licenses and operate an affiliated insurance services entity, and a member of the firm’s leadership continues to practice as a certified public accountant with a large accounting firm and brings board‑level insurance industry experience. These cross‑disciplinary affiliations — which the brochure discloses as potential conflicts — differentiate the firm from many peers; the firm states it discloses and seeks to mitigate related conflicts and that clients are not required to use affiliated products or services.

To learn more about the advisors currently working at Tremont Street Advisors, 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.