A complete list of active advisors currently associated with Modoo Strategy LLC
Warmer can help you find a great advisor at Modoo Strategy LLC or one who fits your needs even better.
Modoo Strategy LLC primarily works with employer-sponsored retirement plans, pooled or institutional accounts, and business clients, providing investment management, retirement plan consulting and management, and comprehensive financial planning services. The firm also offers project-based planning, estate-planning coordination, tax-preparation coordination, and educational seminars or speaking engagements for groups. The firm’s investment approach centers on asset allocation and a blend of passive and active strategies informed by modern portfolio theory, and it commonly manages plan assets on a discretionary basis. It delivers both ongoing advisory relationships and limited-scope engagements, and it accepts hourly and fixed-fee arrangements for certain project work. Noteworthy for a small, single-advisor firm, Modoo Strategy emphasizes pension consulting and can serve as an ERISA investment-manager for plan sponsors — services that are relatively uncommon among peers. The principal maintains an active clinical practice and holds a student‑loan planning credential, which contributes specialized expertise and informs the firm’s educational programming and client service offerings.
To learn more about the advisors currently working at Modoo Strategy 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.
Name |
Location |
Years of experience |
|---|---|---|
Great Neck, NY
| 2
|
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