A complete list of active advisors currently associated with Shorter, Alden M
Warmer can help you find a great advisor at Shorter, Alden M or one who fits your needs even better.
The firm provides customized investment management, financial planning, combined "wealth management" services, and occasional consulting for individuals, high‑net‑worth clients, and small businesses. It advises on traditional asset classes and vehicles including mutual funds, ETFs, equities, bonds, treasuries and publicly traded REITs, and reports no assets under management as of March 25, 2026. Investment decisions are implemented through an asset‑allocation process based on client‑specific Investment Policy Statements and an analysis of economic and political factors, with the firm accommodating written client restrictions. The firm delivers written quarterly reports of holdings and performance, does not custody client assets, and generally does not accept discretionary trading authority. The brochure highlights that the firm’s principal is a practicing attorney with a Juris Doctor and a background in business law, a professional profile that is uncommon among investment managers. In addition to the common percentage‑of‑AUM billing option, the firm also offers a flat quarterly retainer and hourly (including capped‑hourly) fees for planning and consulting, discloses no performance‑based fees, and may vote proxies for ERISA accounts for an additional fee.
To learn more about the advisors currently working at Shorter, Alden M, 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 |
|---|---|---|
Houston, TX
| 4
|
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