A complete list of active advisors currently associated with Water Valley Investment Advisors, Inc.

Warmer can help you find a great advisor at Water Valley Investment Advisors, Inc. or one who fits your needs even better.

Water Valley Investment Advisors, Inc. advises individuals, high-net-worth individuals, and charitable organizations through ongoing portfolio management and tailored investment programs. The firm prepares an Investment Policy Statement for each client and provides both discretionary and non‑discretionary management covering asset allocation, security selection, and regular portfolio monitoring. WVIA’s investment approach emphasizes fundamental analysis and a long‑term trading strategy, and it typically constructs portfolios primarily with mutual funds while also using equities, ETFs, and fixed income to diversify. The firm documents clients’ risk tolerance and time horizon in the Investment Policy Statement and commonly seeks discretionary authority to implement its recommendations in line with those parameters. Distinctive features noted in the brochure include WVIA’s recent transition from state registration to SEC registration and its stated non‑use of third‑party sub‑advisers. The firm also discloses that it does not aggregate (block) trades for multiple clients, maintains no account minimum, and uses Schwab Institutional for custody and institutional services while not participating in wrap programs or charging performance‑based fees.

To learn more about the advisors currently working at Water Valley Investment Advisors, Inc., 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.