Advisors at this firm
John E
Series 65
Seattle, WA
Ervin Investment Management
John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA, holding a Series 65 designation and seven years of industry experience. He has been with Ervin Investment Management and Reis Investment Management, Inc. since 2018. Outside of finance, he works as a part-time elementary school teacher at University Cooperative School, where he teaches science and social studies. Ervin Investment Management is a small advisory firm managing approximately $243 million for about 102 clients through a three-advisor team. The firm provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds, using a long-term, value-oriented approach that emphasizes fundamental analysis, low turnover, and diversified low-cost index ETFs.
Daniel E
Series 65
Seattle, WA
Ervin Investment Management
Daniel Ervin is a Series 65-licensed financial advisor with seven years of industry experience. He is the founder of Ervin Investment Management and also serves as an investment adviser representative at Reis Investment Management. Outside of finance, he works as an instructional specialist for Highline Public Schools, where he leads professional development and curriculum writing. Additionally, he serves as a successor trustee for a family trust. Ervin Investment Management is a small, supported advisory firm managing approximately $243 million for around 102 clients. The firm provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds, following a long-term, value-oriented investment approach that emphasizes fundamental analysis, low turnover, and broad diversification through low-cost index ETFs.