A complete list of active advisors currently associated with 360 Degrees Capital Management LLC
Warmer can help you find a great advisor at 360 Degrees Capital Management LLC or one who fits your needs even better.
360 Degrees Capital Management provides discretionary portfolio management and personalized investment planning for individuals, high‑net‑worth clients, and business entities. The firm constructs an Investment Policy Statement for each client and offers asset selection, ongoing monitoring, tax‑aware investing, and both passive and active strategies across a range of securities. The firm’s investment process blends fundamental, technical, and quantitative analysis within a modern portfolio theory framework and emphasizes long‑term holding periods. Clients receive tailored portfolios and ongoing reviews; 360DCM typically implements model allocations and requests discretionary authority to execute the strategy on the client’s behalf. Distinctive features include explicit use of cryptocurrency alongside traditional asset classes and a multi‑disciplinary analysis approach that combines technical and quantitative methods with fundamental research. The firm manages client assets directly (it does not select outside managers), requires custody with Charles Schwab Advisor Services (from which it receives platform benefits), and discloses that it does not aggregate block trades for multiple client accounts.
To learn more about the advisors currently working at 360 Degrees Capital Management 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 |
|---|---|---|
Old Bridge, NJ
| 9
|
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