A complete list of active advisors currently associated with Vaughn Investment Advisors Inc

Warmer can help you find a great advisor at Vaughn Investment Advisors Inc or one who fits your needs even better.

Vaughn Investment Advisors provides fee-only portfolio management and investment advice to a small number of individual and institutional clients, including retirement accounts, trusts, profit-sharing plans, and corporations. The firm advises across equities, corporate and government debt, municipal securities, exchange-traded products, and options. The firm’s investment process is team-based, with regular meetings multiple times per week that begin with a top-down macroeconomic and market assessment followed by bottom-up selection using fundamental, technical, and charting analysis. Portfolios are tailored to client goals and risk tolerances, emphasize diversification (including the use of ETFs/ETNs), and seek to limit turnover to manage tax consequences. Noteworthy aspects include a relatively small client roster combined with substantial assets under management, which indicates a concentrated, high-touch client focus and long continuity from an earlier advisory business dating back decades. The firm requires clients to custody assets with a single qualified custodian, discloses use of custodial research and services (and the related potential conflicts), aggregates block trades across sub-accounts to equalize execution, and operates without accepting third‑party commissions.

To learn more about the advisors currently working at Vaughn Investment Advisors 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.