A complete list of active advisors currently associated with Bonifacio & Company, LLC

Warmer can help you find a great advisor at Bonifacio & Company, LLC or one who fits your needs even better.

Bonifacio provides discretionary and non-discretionary portfolio management, model portfolios, and research/asset-allocation services primarily implemented through separately managed accounts and ETF-based strategies. The firm delivers these services both directly to account holders and to other financial professionals — including other advisers, broker-dealers, and fiduciaries — via subscription, licensing, or white-label arrangements. The firm’s investment approach emphasizes top-down, technical and cyclical analysis supported by in-house quantitative models and algorithms, with strategies implemented largely through ETFs. It offers both passive/strategic and dynamic/active asset-allocation models across risk profiles (conservative to aggressive) and specialty strategies such as global opportunistic and commodity exposures, with trade frequency set according to the chosen strategy. Compared with many peers, Bonifacio regularly provides its research and allocation services to other advisors and firms and may structure compensation through fixed, periodic, or asset-based licensing or fee-sharing arrangements — an uncommon practice among similar investment managers. The firm is fee-only and also notes ongoing development of a data-integration and identity-verification platform using distributed ledger technology for social-impact applications, a business activity that is atypical for firms of this type.

To learn more about the advisors currently working at Bonifacio & Company, LLC, 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.