A complete list of active advisors currently associated with Voorman Investment Counsel LLC

Warmer can help you find a great advisor at Voorman Investment Counsel LLC or one who fits your needs even better.

Voorman Investment Counsel provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. Services include financial consulting, discretionary and non-discretionary portfolio management, and pension consulting that can encompass existing plan reviews, vendor evaluation, asset allocation advice, participant education, and ongoing performance monitoring. The firm uses a mix of fundamental, technical, and charting analysis and employs both long- and short-term strategies, tailoring investments and allocations to each client's objectives, risk tolerance, and liquidity needs. When advising retirement investors and plan fiduciaries, the firm acts as an ERISA investment advice fiduciary and discloses and manages conflicts that can arise from recommendations such as rollovers. Compared with many peers, the firm’s active engagement with charitable organizations and its provision of pension consulting services are relatively uncommon elements of its practice. It maintains a fee-only compensation model, does not accept performance-based fees, and provides ancillary support for larger accounts (including reimbursements for certain legal and accounting services), while custody and execution are handled through major custodians.

To learn more about the advisors currently working at Voorman Investment Counsel LLC, 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.