A complete list of active advisors currently associated with INM Advisors, LLC

Warmer can help you find a great advisor at INM Advisors, LLC or one who fits your needs even better.

INM Advisors, LLC provides portfolio management, pension consulting, and financial planning services to a mix of clients that the brochure lists as employee benefit plans, retirement plans, 529 plans and individuals, including both non‑high‑net‑worth and high‑net‑worth clients. Services described include discretionary portfolio management guided by an Investment Policy Statement, written pension consulting plans and recommendations, and ongoing financial consulting. The firm uses multiple analytical methods — including scenario, cyclical, quantitative and technical analysis — and a broad set of investment strategies ranging from long‑term investing to short‑term trading, margin, short sales and options. INM documents client risk tolerance and seeks to allocate investment opportunities equitably across accounts, and its advisory model uses asset‑based fees and custodial relationships to obtain execution and research services. Compared with many investment managers that focus primarily on pooled or institutional assets, the brochure discloses several atypical features: it describes direct pension consulting engagements with written plans, offers retail financial planning and recurring consulting services, and notes participation in custodians’ institutional programs and attendant educational events or seminars. The ADV also reports no assets under management as of the stated calculation date and indicates the firm manages client assets in‑house rather than selecting outside managers.

To learn more about the advisors currently working at INM Advisors, 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.