A complete list of active advisors currently associated with 1N Capital, LLC
Warmer can help you find a great advisor at 1N Capital, LLC or one who fits your needs even better.
1N Capital serves high‑net‑worth individuals, trusts, estates, charitable organizations and business entities, and also provides portfolio management for institutional clients and a notable number of non‑U.S. investors. The firm offers discretionary investment management and investment consulting, allocating assets among ETFs, individual equities, privately placed securities, Independent Managers and structured products, and it advises on held‑away products such as variable life insurance, annuities and employer‑sponsored retirement plans. The firm tailors portfolios to each client’s risk tolerance, time horizon and liquidity constraints and conducts ongoing monitoring and periodic reviews. Its approach combines fundamental, technical and charting analysis with manager due diligence, and employs strategies that can include long and short positions, option writing, margin, fixed‑income management and allocations to private or alternative investments. Compared with many small independent advisers, 1N Capital is atypical in its combination of institutional portfolio management and a meaningful non‑U.S. client base while not focusing on mass‑market individual (non‑high‑net‑worth) retail clients. The firm also offers project‑based investment consulting and is willing to manage or advise on assets maintained outside clients’ primary custodians, which broadens the scope of services it provides relative to many peers.
To learn more about the advisors currently working at 1N Capital, 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 |
|---|---|---|
Hillsborough, CA
| 16
|
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