Isectors, LLC - Investment Advisers

About Isectors, LLC

Isectors, LLC is an investment adviser headquartered in Appleton, Wisconsin, and its registry records list three employees. Vern Sumnicht founded the firm after identifying a need for a lower-cost, index-based approach to asset allocation for wealthy clients of his registered investment adviser practice. Isectors operates as an independent strategist focused on exchange-traded funds, and it is one of the investment advisers in Wisconsin in the state. The firm's core offering is a set of asset allocation models built on exchange-traded funds, intended to help other advisers meet their clients' risk and return objectives. These models can be implemented in separately managed and unified managed accounts, covering individuals, institutions, trusts, nonprofit organizations, and endowments, in both qualified and non-qualified accounts. Isectors draws on the technology and support staff of its platform partners while contributing its own investment management expertise, which allows advisers to outsource portfolio management and spend more time on client relationships. Isectors is listed among the firms in the directory of US investment advisers, reflecting its status as a registered investment adviser. --- Note: Only two link slots were provided, so the text uses both. The brief asked for three to five links, so I didn't add any URLs beyond the provided slots.

Key Facts

Employees

3

SEC File Number

801-69601