A complete list of active advisors currently associated with Market Cycle Investments LLC
Warmer can help you find a great advisor at Market Cycle Investments LLC or one who fits your needs even better.
Market Cycle Investments LLC is a state-registered investment manager that provides discretionary portfolio management primarily through sector-focused ETF strategies and pooled vehicles. The firm targets institutional and retirement-plan clients and also offers separate strategies for accredited and individual investors, though it is newly formed and currently reports no assets under management. Investment decisions rely on historical, macroeconomic, and technical analysis to adjust sector allocations according to measured or perceived market risk, and the firm offers defined solutions including a capital-preservation option, a cycle-driven Bull/Bear strategy, and customizable client portfolios. Management is provided on a discretionary basis by the firm’s sole principal, and the firm does not provide financial planning or participate in wrap-fee programs. Notable distinctions include a performance-based incentive tied to the Bull/Bear strategy with a high-water mark and an explicit intention to use inverse and leveraged ETFs and margin—each only with client pre-approval—to express short and leveraged exposure across market cycles. The firm discloses a preferred custodian relationship with Interactive Brokers and notes the principal’s limited outside involvement in real estate investment activities, which may be relevant when assessing operational capacity.
To learn more about the advisors currently working at Market Cycle Investments 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.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 2
|
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