A complete list of active advisors currently associated with Voisard Asset Management Group

Warmer can help you find a great advisor at Voisard Asset Management Group or one who fits your needs even better.

Voisard Asset Management Group provides investment management and financial planning to individuals (including high-net-worth clients), retirement plans and other institutional accounts. The firm offers discretionary and non-discretionary portfolio management, standalone or complimentary financial planning for larger accounts, and retirement-plan advisory services including participant education and ERISA disclosures. The firm combines multiple analysis methods—fundamental, technical, quantitative and qualitative—and uses both long- and short-term strategies, with the ability to employ margin, short sales and options strategies (including covered calls and spreads) when appropriate. Accounts are reviewed regularly with written quarterly reporting, and the advisor may manage accounts directly or coordinate with third-party money managers as needed. Compared with many peers, this mid-sized team (six advisors managing roughly $589 million) emphasizes a breadth of retirement-plan services (including 3(38) discretionary plan services and detailed rollover and distribution guidance) alongside access to more sophisticated trading tactics. The firm also notes a preference for custody at an institutional Schwab platform that provides operational support, and it generally does not aggregate client trades, treating each account’s circumstances and tax implications on an individualized basis.

To learn more about the advisors currently working at Voisard Asset Management Group, 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.