A complete list of active advisors currently associated with Alupka Asset Management

Warmer can help you find a great advisor at Alupka Asset Management or one who fits your needs even better.

Alupka Asset Management is an independent registered investment adviser that provides discretionary portfolio management to individuals and some pension plans. It reports managing about $77 million across roughly 34 client accounts and focuses on income-and-growth-oriented portfolios that can include highly speculative yet fully liquid publicly traded securities. Investment decisions are driven by a combination of fundamental research and technical analysis, drawing on paid research services and public financial publications. Portfolios are multi-strategy and constructed to seek long-term total returns and tax-advantaged dividend income while emphasizing capital preservation and low volatility; the firm conducts daily portfolio reviews and will accept client-imposed investment restrictions. Compared with many peers, the firm explicitly blends a dividend-income emphasis with technical timing for entry and exit and an expressed willingness to hold speculative positions within managed accounts. The brochure discloses no outside business affiliations, use of custodial platforms that provide research and technology services, and that accounts are managed on a discretionary basis.

To learn more about the advisors currently working at Alupka Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.