Nautica Asset Management LLC

David Romero is a financial advisor with Nautica Asset Management LLC in Upland, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to founding Nautica Asset Management, he worked at Gradient Advisors, LLC, and has extensive experience in the insurance industry, including operating his own insurance agencies. He also sells life, health disability, and property casualty insurance as a licensed agent. Nautica Asset Management provides discretionary asset management and financial planning services to individuals and pension or profit-sharing plans. The firm tailors investment decisions to clients’ goals, time horizons, and risk tolerances, using a range of strategies that include fundamental, technical, and cyclical analysis, with accounts managed on a discretionary basis and regularly reviewed.

Wilton Baker is a financial advisor at Nautica Asset Management LLC in Canton, MI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Nautica Asset Management and related entities since 2013. In addition to his advisory work, he is the managing director of Nautica Insurance Group LLC and an independent insurance agent operating under a sole proprietorship. Nautica Asset Management LLC provides discretionary asset management and financial planning services to individuals as well as pension and profit-sharing plans. The firm’s investment approach is tailored to clients’ goals, time horizons, and risk tolerances, utilizing a range of analytical methods and incorporating insurance products in some portfolios.