A complete list of active advisors currently associated with Nortlov Advisory, LLC

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

Nortlov Advisory, LLC provides investment management, investment consulting, financial planning and estate planning to individuals, families, businesses, trusts, estates and a range of institutional clients; the firm’s client descriptions explicitly include insurance companies, banking or thrift institutions, state and municipal entities and, in limited cases, sovereign wealth funds. Services are delivered either directly by Nortlov Advisory or through independent third‑party money managers and include access to private investment funds and participation in wrap‑fee programs. The firm tailors portfolios to each client’s financial situation and objectives, emphasizing asset allocation and using long‑term and short‑term trading, options strategies, and third‑party manager integration where appropriate. Nortlov conducts initial and ongoing due diligence of money managers and platforms and accepts both asset‑based and negotiated performance‑based fee arrangements, noting procedural safeguards for side‑by‑side management such as limits on trading discretion for performance‑fee accounts. Nortlov discloses an affiliation with Nortlov Securities, LLC (a broker‑dealer) and describes related conflicts of interest, including recommendations of commissionable insurance or broker‑dealer products and compensation sharing with affiliates; principals may also spend significant time on related industry activities. The brochure also notes use of custodians such as Interactive Brokers and reports zero discretionary assets under management as of September 2023, indicating a relatively small or nascent advisory operation compared with many peers.

To learn more about the advisors currently working at Nortlov Advisory, 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.