Advisor at Mad River Investors
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Firm
Mad River Investors
Location
Boston, MA 02109
Credentials
Series 63, Series 65
Industry experience
21 years
Joshua Stewart is a financial advisor at Mad River Investors in Boston, MA, with 21 years of industry experience. He has been with Mad River Investors, operating as Mrm Horizon Advisors LLC, since 2002. He holds Series 63 and Series 65 licenses. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and other entities through its Managed Opportunities separate-account program and as general partner and investment advisor to Long Point Investors, L.P., a private partnership for accredited and qualified investors. The firm employs a concentrated, opportunistic, long-term equity-oriented approach and manages approximately $338 million in assets across about 115 client relationships.
Based on Mad River Investors
$0+: 1.5% annually $0+: 1.0% annually (for clients opting for performance-based fee schedule)
5% of investment returns (realized and unrealized) for qualified Managed Opportunities clients opting for performance-based fee schedule, subject to high-water mark.
Account minimum: $500,000 Fee-only: 1.5% annually on assets managed for Managed Opportunities; negotiable fees possible; includes sub-advisor fees; 1.0% annually plus 5% performance fee on investment returns (realized and unrealized) for qualified clients opting for performance-based fees.
84 State Street, Suite 1060
Boston, MA 02109
Massachusetts
Mrm Horizon Advisors Llc D/B/A Mad River Investors
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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