A complete list of active advisors currently associated with Strategic Investment Planning LLC
Warmer can help you find a great advisor at Strategic Investment Planning LLC or one who fits your needs even better.
Strategic Investment Planning LLC provides investment advisory services primarily to pooled investment vehicles and institutional accounts and also offers financial planning and consulting. Portfolios may be constructed from no‑load mutual funds, exchange‑traded funds, individual stocks and bonds, certificates of deposit and alternative investments, and the firm refers client assets to other registered investment advisers for management when appropriate. The firm’s investment process is grounded in fundamental analysis and a preference for simple, low‑cost, diversified strategies, while it may recommend specific securities in certain situations. Advisory services are typically delivered on an intermittent basis rather than as continuous day‑to‑day management, and the firm may accept written discretionary authority when agreed with a client or vehicle. What is distinctive for this firm is its affiliation with a certified public accounting practice — the principal is a CPA and the firm has an accounting‑firm affiliation, which is uncommon among investment managers. The firm also engages in selection of other advisers through a written arrangement with a named third‑party registered investment adviser and receives a portion of fees from such referrals, and it uses non‑AUM billing models (fixed planning fees and hourly billing) in addition to percentage‑of‑AUM fees.
To learn more about the advisors currently working at Strategic Investment Planning 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 |
|---|---|---|
West Hartford, CT
| 15
|
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