A complete list of active advisors currently associated with Trust Alliance Wealth Partners LLC

Warmer can help you find a great advisor at Trust Alliance Wealth Partners LLC or one who fits your needs even better.

Trust Alliance Wealth Partners LLC provides continuous, discretionary investment management services to a mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Although classified as an investment manager that often serves pooled or institutional assets, the firm also accepts individual accounts and does not impose a minimum investment amount. The firm primarily allocates client assets among ETFs and mutual funds and applies technical analysis through model portfolios built on trend and relative-strength metrics. It uses a proprietary ETF and mutual fund ranking system developed by Nasdaq DW to assign clients to one or more models and monitors accounts daily with at least monthly formal reviews. Distinctive features include the Nasdaq DW–based ranking methodology and a model-driven approach tailored to individual risk profiles rather than reliance on active stock selection. The firm requires clients to maintain custody at a designated broker-dealer and does not vote client proxies, leaving proxy decisions to clients while relying on custodian services for trade execution and reporting.

To learn more about the advisors currently working at Trust Alliance Wealth Partners 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.

Name	Location	Years of experience
Michael Mather	Owensboro, KY	3

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