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Traver Financial Consulting Network, PA

EST. AUM
$121,726,751

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Firm Details

Metro area Tampa
CRD Number 139459
Website traverfinancial.com
Client types

Overview

Traver Financial Consulting Network, PA is an independent registered investment adviser headquartered in Lakewood Ranch, Florida. The firm provides portfolio management and financial planning to individuals, high-net-worth households, businesses, and select institutional clients. Its investment approach uses diversified asset-allocation models and exchange-traded funds to construct portfolios around client objectives and risk profiles. Portfolio strategies can incorporate fundamental and technical analysis as well as options and margin techniques where appropriate. Financial planning complements investment management with guidance around income, taxes, retirement, and broader financial objectives.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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