A complete list of active advisors currently associated with The Tides Group

Warmer can help you find a great advisor at The Tides Group or one who fits your needs even better.

The Tides Group is a discretionary investment manager that provides portfolio management and advisory services to accredited investors, high‑net‑worth individuals, family offices, institutions and trusts, generally preferring client relationships with account sizes in the range of six figures to $1 million and above. Although organized to manage pooled and institutional assets, the firm’s active client roster has historically included a small number of individual and family accounts. The firm’s investment process is data‑driven and systematic, employing proprietary models labeled “Tidelines,” “Buoys” and “Tidemarks” to time allocations, identify trade opportunities, and evaluate company health across more than forty financial ratios. It is an active, discretionary manager that regularly reviews accounts, uses stop‑loss management, and employs hedging tools — including listed options and other derivatives in separately managed accounts — to manage downside risk. Compared with many peers, the firm combines a small, boutique AUM footprint with staff expertise in mathematics, data modeling, and financial data operations alongside leadership experience overseeing multi‑billion dollar institutional portfolios. The brochure discloses a past consent order for providing advisory services prior to full licensure (2018–2019) that resulted in registration fees and a modest monetary penalty, and it notes the firm does not hold custody of client assets and restricts personal trading by related persons.

To learn more about the advisors currently working at The Tides Group, 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.