A complete list of active advisors currently associated with 38x Holdings Inc

Warmer can help you find a great advisor at 38x Holdings Inc or one who fits your needs even better.

38x Holdings Inc provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations and does not list services for non-high-net-worth individual clients despite stating there is no account minimum. The firm documents client objectives in individualized Investment Policy Statements and offers ongoing monitoring and reporting of client accounts. The firm uses fundamental analysis and concentrates investment advice in equities and non-U.S. securities, implementing a mix of long-term positions alongside the use of short sales and margin transactions that carry elevated risk. It conducts trading under discretionary authority, requires written documentation of risk tolerance and time horizon, and delivers quarterly account reports to clients. Distinctive for a small advisory firm with about $3.2 million in discretionary assets and a limited client base, 38x Holdings combines higher-risk trading techniques (shorting and leverage) with a policy of selecting a specific custodian (Interactive Brokers) for client accounts. The firm does not engage third-party subadvisers, discloses potential receipt of soft-dollar research from brokers, and states procedures aimed at equitable allocation of investment opportunities across client accounts.

To learn more about the advisors currently working at 38x Holdings Inc, 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
Jonathan Cornish	Miami, FL	4

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