Mutual Advisors, LLC

Mutual Advisors, LLC manages investment portfolios and provides financial consulting for individuals, families, businesses, and institutional clients. The firm offers both discretionary management, where advisors make trades without prior approval, and non-discretionary management, where clients approve trades in advance. In addition to managing money directly, Mutual Advisors helps clients select and monitor third-party money managers, turn-key asset management platforms, and sub-advisors. The firm also provides ERISA plan advisory services for retirement plans, variable annuity consulting, and general financial planning. Advisors use fundamental, technical, and charting analysis, alongside modern portfolio theory and tactical asset allocation, to build diversified portfolios. Mutual Advisors does not require a minimum account value for investment management services, though individual advisors may set their own minimums.