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 advises individuals (including high‑net‑worth clients) and sponsors and participants of employer retirement plans, providing discretionary and non‑discretionary portfolio management, financial planning, and ERISA‑related consulting. The firm conducts a complimentary initial interview and initiates services only after a signed client agreement. The firm combines fundamental, technical, quantitative and qualitative analysis and employs a broad range of investment strategies, including long‑ and short‑term positions, short sales, margin transactions and options, as well as mutual funds and ETFs. Accounts are monitored and reviewed regularly, with rebalancing as appropriate, quarterly reporting to clients, and the option to allocate portions of portfolios to third‑party money managers after due diligence. Voisard manages approximately $589 million in client assets with a small advisor team, a scale that is atypical for firms of this team size, and also provides ERISA 3(38) discretionary plan services and participant education in addition to individual wealth management. The firm charges percentage‑of‑AUM fees, offers complimentary financial planning to clients with significant assets, and uses Schwab Advisor Services for custody and institutional support while disclosing rollover and custody‑related conflicts as part of its fiduciary disclosures.

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.