Sector Analysts LLC

Sector Analysts, LLC, located in Allentown, PA, is a registered investment adviser specializing in managing assets for various clients to meet their financial goals while considering risk tolerance and time horizons. Acting as a fiduciary, the firm always prioritizes clients' best interests by maintaining open communication and tailoring investment strategies based on client objectives. Sector Analysts, LLC designs portfolios using various assets like ETFs, mutual funds, fixed income assets, and more. The firm sponsors a wrap fee program, allowing clients to pay a single fee for advisory services and custodial transaction costs. The recommended custodian, Charles Schwab & Co., Inc., does not charge transaction fees for U.S. listed equities and ETFs. The firm's wrap asset management service involves creating tailored portfolios, monitoring and rebalancing based on client needs, with fees billed quarterly based on assets under management. Investment strategies include fundamental and technical analysis, with a focus on individualized advice and strategic, tactical, and dynamic asset allocation. The firm's Code of Ethics ensures fair and ethical conduct, with a commitment to client interests. Sector Analysts, LLC does not recommend other wrap programs and typically serves Individuals and High Net Worth Individuals without imposing specific account requirements.