A complete list of active advisors currently associated with 364 Investing, LLC

Warmer can help you find a great advisor at 364 Investing, LLC or one who fits your needs even better.

364 Investing, LLC provides portfolio management and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations. Services include ongoing discretionary and non‑discretionary portfolio management with a written Investment Policy Statement, plus standalone financial plans; the firm typically invests in mutual funds, equities, ETFs and option strategies. The firm combines charting, fundamental and technical analysis with modern portfolio theory to set asset allocation and select securities, and it generally seeks discretionary authority to implement and monitor client portfolios on a regular basis. Clients receive periodic reporting through the custodian and the adviser documents risk tolerances and investment objectives in each client’s plan. Distinctive features include the firm’s use of performance‑based fees for qualified clients — a practice that is uncommon among independent advisers — while simultaneously managing accounts billed on traditional asset‑based fees and documenting measures to address the resulting conflicts. The firm’s emphasis on options trading, including selling covered calls and put options (notably on certain leveraged ETF families), combined with its performance‑fee offering, makes its strategy atypical compared with many peers.

To learn more about the advisors currently working at 364 Investing, 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.