A complete list of active advisors currently associated with William J. Sumski

Warmer can help you find a great advisor at William J. Sumski or one who fits your needs even better.

The firm provides portfolio management and related financial planning services to individual investors, primarily implementing portfolios made up of mutual funds and exchange-traded funds and offering managed account programs and IRA rollover recommendations. Clients receive written portfolio evaluations and periodic account reports, with the firm describing regular supervision designed to meet individual objectives. The firm follows a long-term purchase approach and uses fundamental, technical, and cyclical analysis to guide investment selection, typically recommending holdings intended to be held at least one year. It operates largely on a non-discretionary basis—clients retain authority over trade executions, broker selection, and proxy voting—and may choose quarterly, semi-annual, or annual review schedules. Compared with many independent advisers, the firm’s combination of a small client base and roughly $12 million in AUM with primarily non-discretionary management is uncommon. The brochure also highlights retirement-planning credentials, an explicit fiduciary acknowledgement when advising on rollovers, limited custody only to facilitate fee deduction, and an explicit discussion of emerging risks such as cryptocurrencies.

To learn more about the advisors currently working at William J. Sumski, 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.