A complete list of active advisors currently associated with Perspective Asset Management, LLC

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

Perspective Asset Management serves individual and high-net-worth clients with investment supervisory services and financial planning, and it advises across a wide range of instruments including mutual funds, equities, bonds, ETFs, REITs and private placements. Although it describes ongoing portfolio management and prepares client-specific Investment Policy Statements, the brochure indicates the firm currently does not manage client portfolios. The firm seeks discretionary authority to implement client plans and relies on a mix of charting, fundamental, technical and cyclical analysis, employing both long- and short-term trading and options-writing strategies when appropriate. Financial planning is offered on an hourly basis (rather than solely through asset-based billing), and the firm does not accept performance-based fees. Distinctive features for an investment-manager category firm include reporting no assets under management and not taking custody of client accounts, while also requiring clients to use the firm’s recommended custodian rather than allowing directed brokerage. Accounts are reviewed at least quarterly by the firm’s sole management person, the firm does not participate in wrap programs, and it reports no third-party referral compensation.

To learn more about the advisors currently working at Perspective Asset Management, 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.