A complete list of active advisors currently associated with Vanda Advisers

Warmer can help you find a great advisor at Vanda Advisers or one who fits your needs even better.

Vanda Advisers is an independent, sole‑proprietor advisory firm that works with individuals, couples, and employers seeking guidance on employer‑sponsored retirement plans, rollovers to self‑directed IRAs, and discretionary portfolio management for taxable and IRA accounts. The firm manages a small amount of client assets across a very limited client base and provides individualized investment advice and discretionary trading when authorized. The firm’s investment process draws on historical returns, current market conditions, mutual fund manager experience, issuer fundamentals, and broad economic and political factors, with securities limited to mutual funds, exchange‑traded instruments, and bonds; holdings are typically intended to be held for several months or longer. Client accounts are reviewed at least monthly, and discretionary authority is used only with a signed agreement that may include client‑imposed restrictions. Compared with many peers, Vanda Advisers operates with an unusually small client roster and lower total assets under management, and it also accepts employers specifically for 401(k) plan advice in addition to individual clients. The proprietor brings a long corporate career designing and marketing software for broker‑dealers and investment managers, serves as an unpaid treasurer managing investments for a nonprofit, does not accept performance‑based fees, and does not maintain custody of client assets.

To learn more about the advisors currently working at Vanda Advisers, 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.