A complete list of active advisors currently associated with Economic Research and Insurance Solutions, LLC

Warmer can help you find a great advisor at Economic Research and Insurance Solutions, LLC or one who fits your needs even better.

Economic Research and Insurance Solutions, LLC primarily advises pooled investment vehicles and institutional clients, providing portfolio management and related advisory services rather than serving individual retail accounts. Its Form ADV notes that the firm uses a percentage-of-assets-under-management fee model, a common billing approach for investment managers. The firm’s ADV enumerates conventional analysis methods and investment strategies commonly used in institutional mandates — for example, fundamental and technical analysis and a mix of long- and short-term trading approaches — and lists standard information sources such as financial publications, research prepared by others, and regulatory filings. Those disclosures suggest the firm implements mandates for pooled vehicles using typical equity, fixed-income and pooled-vehicle instruments and industry research. A distinctive aspect of the brochure is that the firm’s filings identify other financial industry activities and related persons that include a law firm and an insurance company/agency, affiliations that are uncommon among firms in this category. The ADV indicates these related-party activities exist and directs readers to Schedule F for descriptions of the relationships and any procedures or disclosures used to address potential conflicts.

To learn more about the advisors currently working at Economic Research and Insurance Solutions, 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.