A complete list of active advisors currently associated with 1818 Private Client Group, LLC

Warmer can help you find a great advisor at 1818 Private Client Group, LLC or one who fits your needs even better.

1818 Private Client Group, LLC is an SEC-registered advisory firm that primarily serves high-net-worth individuals through both discretionary and non-discretionary portfolio management and assets-under-advisement services. The two-advisor firm manages roughly $115 million for about 22 client relationships and also advises on held-away assets, lending and financing decisions, and retirement accounts. The firm’s investment process draws on fundamental, quantitative, technical and portfolio-construction techniques and employs a range of instruments including equities, fixed income, ETFs, private funds, options and margin strategies. 1818PCG documents client risk tolerances in Investment Policy Statements and offers tailored hedging services, including foreign currency hedging and derivatives-based strategies implemented consistent with each client’s IPS. What is distinctive about the firm is its active use of derivatives in separately managed accounts and its facilitation of currency swaps via client loans and pledged securities through unaffiliated banks, a service for which it receives referral or revenue-sharing arrangements disclosed in its brochure. The firm operates at a boutique scale and discloses potential conflicts (including soft-dollar benefits and swap-related revenue sharing), and it recently transitioned to SEC registration.

To learn more about the advisors currently working at 1818 Private Client Group, 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.