A complete list of active advisors currently associated with Tringle Jr., John R.

Warmer can help you find a great advisor at Tringle Jr., John R. or one who fits your needs even better.

The firm provides fee-based, discretionary investment advisory and portfolio management primarily to individual clients and also to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. It delivers tailored portfolio management and regular written reporting to clients based on meetings and ongoing monitoring. The adviser follows a tactical allocation approach and uses fundamental, technical, and cyclical analysis as appropriate, implementing long- and short-term trades, options strategies, and short sales when suitable. Portfolios may include a wide range of instruments — mutual funds, equities, fixed income, variable insurance products, and interests in real estate or oil and gas partnerships — and the firm may use cash positions, rebalancing, or tax-harvesting to manage risk and align with client objectives. Noteworthy distinctions include the adviser’s insurance licensure and ability to recommend and sell life and annuity products for separate commissions, a disclosed conflict of interest, and the firm’s production of periodicals/newsletters and provision of educational seminars or classes to clients at no charge. As a small, solo practice, the firm also discloses reliance on third‑party research and limited internal resources compared with larger firms, which it identifies as a factor in its research and operational capabilities.

To learn more about the advisors currently working at Tringle Jr., John R., 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.