A complete list of active advisors currently associated with Wiara Investment Management, LLC

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

Wiara Investment Management, LLC is a fee‑only, state‑registered investment adviser that provides primarily discretionary investment management and portfolio oversight to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) and small businesses, and it may provide non‑discretionary supervisory services on occasion. The firm charges asset‑based fees billed quarterly in advance, a fee model common among managers of this type. The firm develops written investment policy statements and a portfolio “blueprint” based on each client’s financial background, goals, time horizon and risk tolerance, and offers four primary strategies that include both strategic and tactical styles as well as a proprietary Pyxis dynamic asset‑allocation model. Portfolios may hold mutual funds, ETFs, closed‑end funds, individual stocks, options and bonds, and the adviser routinely discusses cash flow, insurance and planning topics as part of ongoing management without charging additional fees for planning work. Distinctive features include a small, sole‑advisor structure with continuous account monitoring and quarterly reviews by the designated adviser, which creates a highly hands‑on management model uncommon for firms that otherwise resemble pooled‑asset managers. The combination of serving non‑HNW and HNW individual clients, willingness to use individual securities and options, and deployment of a proprietary dynamic allocation process sets the firm apart from many peers focused primarily on pooled or institutional mandates.

To learn more about the advisors currently working at Wiara Investment Management, 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.