A complete list of active advisors currently associated with Tudor Financial, Inc.
Warmer can help you find a great advisor at Tudor Financial, Inc. or one who fits your needs even better.
Tudor Financial provides investment management, financial planning and retirement-plan services to individuals (including high-net-worth clients), trusts and small- to mid-sized retirement and pension plans. The firm manages about $256.3 million in discretionary assets through a three-advisor team and offers portfolio solutions that range from conservative income to aggressive growth. The firm’s process is research-driven and begins with a multi-page client assessment to match return and risk profiles to strategy choices; implementation uses no-load mutual funds, screened ETFs and, for larger accounts, individual securities. Tudor operates several systematic strategies — including a Legacy Growth individual-stock approach that narrows the NYSE universe to a small, high-quality cohort — and applies layered risk management (volatility monitoring and phased reallocation) alongside ETF and mutual-fund ranking systems tied to liquidity, risk and performance. What distinguishes Tudor from many peers is its mix of institutional work and investor education: the firm manages pooled pension accounts and runs a RetirementTrack 401(k) service while also producing periodic newsletters and offering educational seminars to clients and the public at no cost. The firm’s credentialed advisory staff (CPAs, CFPs, CLUs, EAs), proprietary liquidity-focused ETF screening and structured seminar/newsletter program are operational features that may appeal to clients seeking both plan-level services and individualized investment advice.
To learn more about the advisors currently working at Tudor Financial, Inc., 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 |
|---|---|---|
Dayton, OH
| 52
| |
Dayton, OH
| 0
| |
Dayton, OH
| 36
|
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