A complete list of active advisors currently associated with 86 Republic, LLC
Warmer can help you find a great advisor at 86 Republic, LLC or one who fits your needs even better.
86 Republic, LLC provides discretionary portfolio management and investment advisory services to individuals (including high-net-worth individuals) and investment companies, creating an Investment Policy Statement for each client and managing accounts based on individual goals, time horizons, and risk tolerance. The firm is a solo practitioner practice with about $6.15 million in assets under management and roughly 29 client accounts, and it charges asset-based fees withdrawn from custody accounts on a quarterly basis. The firm’s investment process emphasizes fundamental analysis and a long-term trading horizon, seeking global opportunities across mutual funds, MLPs, preferred stocks, fixed income, real estate funds (including REITs), equities, ETFs and non-U.S. securities. The brochure discloses that the firm may employ borrowing in separately managed accounts as part of its implementation, and it documents client objectives and risk tolerances in written Investment Policy Statements. Notable operational features include the firm’s required use of a single qualified custodian platform (Schwab Institutional) and its acknowledgment that it may receive custodial research and services; these custody and broker relationships are a material part of how it executes and administers client portfolios. The firm does not participate in wrap-fee programs or accept performance-based fees, and it maintains policies intended to allocate investment opportunities fairly across client accounts.
To learn more about the advisors currently working at 86 Republic, 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 |
|---|---|---|
Irvine, CA
| 5
|
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