A complete list of active advisors currently associated with 80 West Asset Management, LLC

Warmer can help you find a great advisor at 80 West Asset Management, LLC or one who fits your needs even better.

80 West Asset Management provides discretionary and non‑discretionary investment management and financial planning services for individual clients and business entities. The firm’s brochure notes it also serves corporations and other business clients and offers financial planning through an affiliated practice, Steel City Wealth Collaborative. The firm says it builds client portfolios around an Investment Policy Statement and combines fundamental analysis with passive, low‑cost fund implementation and a buy‑and‑hold orientation. Portfolios are tailored to clients’ time horizons, liquidity needs and risk tolerances, and the firm documents restrictions and held‑away assets when clients prefer to keep positions outside managed accounts. Compared with many small independent advisers, 80 West’s filings show an atypical client mix and service set: in addition to individual accounts the firm works with corporate/business clients and provides employee‑benefit optimization and small‑business planning through its affiliated practice, and its principal maintains civic and pro bono mediation roles that connect the adviser to nonprofit and legal collaborative work. The brochure also highlights operational features that may be relevant to institutional relationships, including Schwab custody, a written Code of Ethics with quarterly transaction reporting, and fee arrangements that are billed from client accounts rather than commission‑based compensation.

To learn more about the advisors currently working at 80 West Asset 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.