A complete list of active advisors currently associated with Warner Investments, LLC

Warmer can help you find a great advisor at Warner Investments, LLC or one who fits your needs even better.

Warner Investments provides discretionary investment management to individuals (including high-net-worth individuals), as well as corporations and other business entities, with a primary focus on capital appreciation through equities, exchange-traded funds, fixed income, options, foreign exchange and commodities. The firm manages client accounts on a discretionary basis and conducts periodic portfolio reviews and monitoring at least quarterly. The firm relies principally on fundamental analysis to identify mispriced securities and special situations such as turnarounds, countercyclical opportunities and supply/demand distortions, using limited technical analysis to inform timing. Its approach can involve derivatives (notably options and FX) and the brochure discusses the specific risks of options trading and the potential use of borrowing, with procedures in place to monitor risk and client suitability. Compared with many peers in the investment-manager category, Warner Investments is affiliated by common ownership with an accounting firm (Impala Advisers LLC), an arrangement disclosed in the brochure and offered to clients without obligation. The firm operates with a small, single-advisor structure managing modest assets while still serving individual and high-net-worth clients, and it notes the possibility of performance-based fee arrangements for qualified clients and the practice of investing alongside clients, with policies intended to address related conflicts.

To learn more about the advisors currently working at Warner 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.