A complete list of active advisors currently associated with Viridian Way LLC
Warmer can help you find a great advisor at Viridian Way LLC or one who fits your needs even better.
The firm is categorized as an investment manager that primarily manages pooled vehicles or institutional assets and also offers portfolio management and financial planning services, along with a fractional CFO offering. It provides ongoing portfolio management and prepares written investment policy statements tailored to each client’s goals, risk tolerance, and time horizon. The firm seeks discretionary authority to implement its strategies and describes its investment approach as combining fundamental analysis and modern portfolio theory with a long-term trading horizon. It generally limits investments to mutual funds, fixed income, equities, ETFs (including precious-metal ETFs), annuities, TIPS and commodities to construct diversified portfolios. The firm’s business model includes hourly charging for financial planning in addition to the more common percentage-of-AUM fees, a billing approach that is less common among managers in this category. It also notes a single management person, reports no assets under management as of February 2025, does not participate in wrap fee programs, and does not accept performance-based fees.
To learn more about the advisors currently working at Viridian Way 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 |
|---|---|---|
Santa Clara, CA
| 1
|
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