Engels Investment Advisors, LLC

Engels Investment Advisors, LLC is an independent, single‑advisor firm that provides long‑term supervisory portfolio management to high‑net‑worth individuals and families. The firm constructs portfolios using individual publicly traded equities, investment‑grade government, municipal and corporate bonds, bank CDs, and mutual funds, and does not provide advice on real estate or use options.

The firm combines fundamental, technical and cyclical analysis with charting and relies on public information sources such as financial media, SEC filings and third‑party research to advise on asset allocation and specific security selection. Engels provides advice on transactions but manages all client assets on a non‑discretionary basis, with monthly or at least quarterly reviews and a limited power of attorney to facilitate trade execution.

Distinctive features include a small client base — roughly $30.75 million in assets across 17 clients — and a client roster composed entirely of high‑net‑worth individuals and families with a $250,000 minimum account size, resulting in relatively large assets per client compared with many peers. The firm does not take custody of client assets, typically recommends a national custodian while remaining able to work with others, and is led by a sole advisor with multi‑decade industry experience whose personal trading is monitored under firm policy.