A-TEAM FINANCIAL INVESTMENTS

Overview

A-Team Financial Investments is a small, privately owned limited liability advisory firm that manages wealth for both individual and institutional clients. The firm bills on a percentage-of-AUM basis and concentrates on discretionary portfolio management for individuals and small businesses. Beyond portfolio oversight, the firm publishes periodicals or newsletters and runs educational seminars and workshops, indicating an emphasis on client education and ongoing communication. Investment posture leans conservative-to-balanced: the firm holds a sizable cash position and blends traditional long-only exposure with allocations to third-party alternative managers. A-Team Financial Investments is not an active ESG investor and is not structured as a multi-state or related adviser. The firm also lists an affiliation with an insurance company, which likely factors into how they source or recommend insurance products and annuities.

Assets & Accounts

Investments & Alternatives

Location & Offices