Advisors at this firm
Karen L
Series 63
Cupertino, CA
The Tilted Funds Group, LLC
Karen Landry is the sole advisor at The Tilted Funds Group LLC, an independent registered investment adviser based in Cupertino, California. She holds a Series 63 designation and has 33 years of industry experience. In addition to her advisory role, she serves as an advisor for Benefunder, a platform that supports funders, researchers, and entrepreneurs. She also holds the position of treasurer for a nonprofit homeowner's association. The Tilted Funds Group LLC provides investment consulting and portfolio management primarily to individual clients, as well as to trusts, family offices, institutions, charitable organizations, and corporations. The firm offers primarily non-discretionary advice, utilizing third-party asset managers and quantitative methods to optimize allocations and manage risk.
Adam M
Series 63, Series 65
Cupertino, CA
The Tilted Funds Group, LLC
Adam Mcafee is the principal of The Tilted Funds Group LLC, an independent registered investment adviser based in Cupertino, California. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. In addition to his advisory role, Mcafee serves as Vice President of Finance at Aemetis, Inc., is CEO of Nevo Energy, Inc., and manages agricultural and energy-related business ventures. The Tilted Funds Group LLC provides investment consulting and portfolio management primarily to individual clients, as well as to trusts, family offices, institutions, charitable organizations, and corporations. The firm delivers mostly non-discretionary advice, employing third-party asset managers and quantitative methods to optimize allocations and manage risk.