A complete list of active advisors currently associated with Earnings Investment Co.

Warmer can help you find a great advisor at Earnings Investment Co. or one who fits your needs even better.

Earnings Investment Company provides non‑discretionary investment advice to individuals’ retirement accounts, employer‑sponsored plans, IRAs and trusts, offering portfolio management focused on dynamic asset allocation and sector rotation. The firm recommends no‑load mutual funds and also places client assets into indexed and immediate annuities and, for larger accounts, may refer clients to outside advisory models. The firm emphasizes preservation of principal, modest income and liquidity through a low‑turnover “Sleep at Night” sector‑rotation strategy that typically makes infrequent moves and relies on macro/micro analysis, technical charting and available research. Clients retain trade approval authority, and the adviser may combine in‑house analysis with third‑party algorithmic or model managers for certain larger accounts. What distinguishes the firm is its active role in selling other financial products and operating an affiliated insurance business: principals and associated representatives are licensed life and annuity agents and dedicate a meaningful portion of time to offering fixed and indexed annuities. The firm also provides occasional educational seminars in conjunction with a trust CPA/attorney and operates as a small practice managing under $5 million for roughly two dozen clients, with a client mix weighted toward retirement and trust accounts rather than a broad roster of non‑HNW or HNW individuals.

To learn more about the advisors currently working at Earnings Investment Co., 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.