A complete list of active advisors currently associated with Voltz Asset Management Inc.

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

Voltz Asset Management Inc. provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and retirement plans. The firm works with a relatively small number of client relationships and advises across mutual funds, equities, fixed income, ETFs, REITs and private placements. The advisor documents each client’s goals and risk tolerance in an Investment Policy Statement and applies a mix of charting, fundamental, technical and cyclical analysis to construct portfolios. Implementation can include both long‑ and short‑term strategies and may employ higher‑risk techniques such as short sales, margin transactions, and options writing; accounts are reviewed monthly by the principal. Distinctive operational features include a practice of collecting advisory and planning fees in arrears rather than in advance and a requirement that clients use the firm’s chosen custodian. Compared with many peers, the firm emphasizes tactical tools and individualized IPS-driven planning while serving a concentrated client roster.

To learn more about the advisors currently working at Voltz Asset Management 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
Michael Voltz	Bay Shore, NY	4

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