Advisors at this firm
Todd H
Series 63, Series 65
Incline Village, NV
Incline Investment Advisors, LLC
Todd Hurlbut is a financial advisor with Incline Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served as Chief Investment Officer and Portfolio Manager at Incline Investment Management since 2012 and currently holds a similar role at Newarc Investments, Inc. Outside of his advisory roles, he manages a hedge fund program that generates trading orders based on end-of-day market data. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a combination of systematic, quantitative, technical, and value-oriented strategies and is noted for its affiliation with a registered commodity pool operator and commodity trading advisor, which supports access to proprietary commodity and futures strategies.
Grant F
Series 65
Incline Village, NV
Incline Investment Advisors, LLC
Grant Furlan is a financial advisor at Incline Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Incline Investment Advisors since 2019, with prior experience at Newarc Investments, Inc. and Park Avenue Builders. Outside of advising, he serves as a product manager for Incline Investment Management, handling marketing and promotional materials. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families, managing approximately $95 million in discretionary assets through a team of five advisors. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches linked to an affiliated registered commodity trading advisor.
Ted P
Series 63, Series 65, Series 66
Boca Raton, FL
Incline Investment Advisors, LLC
Ted Parkhill is a financial advisor with Incline Investment Advisors, LLC in Boca Raton, FL, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has held roles at Incline Investment Advisors since 2016 and has been involved with related entities such as Incline Investment Management, LLC and Parkhill Financial, LLC. Outside of advisory work, he serves as CEO of Incline Management LLC, a firm specializing in systematic trading, and operates a consulting practice through Parkhill Financial LLC. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches affiliated with a registered commodity pool operator and commodity trading advisor.
Samuel M
Series 65
Durham, NC
Incline Investment Advisors, LLC
Samuel Mcchesney is a financial advisor at Incline Investment Advisors, LLC in Durham, NC, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Incline Investment Management and Hyatt Lake Tahoe, among others. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a blend of systematic, quantitative, technical, and value-oriented analysis to build diversified, risk-managed portfolios and offers proprietary strategies through an affiliated investment manager registered with the CFTC.