A complete list of active advisors currently associated with Absolute Alpha Corp

Warmer can help you find a great advisor at Absolute Alpha Corp or one who fits your needs even better.

Absolute Alpha Corp is a single-advisor registered investment adviser that provides asset management and portfolio advisory services through a wrap-fee program to a small group of clients, including high-net-worth individuals, trusts, charitable organizations and small businesses. The firm describes its wrap accounts as bundling portfolio management and trade execution into a single fee and helps clients open custodial accounts with a recommended independent custodian. The firm manages accounts in-house and describes using quantitative, qualitative and fundamental analysis with long- and short-term purchases and a bottom-up approach, meeting with clients to set objectives and periodically rebalancing portfolios. The brochure notes that clients retain certain authorities and responsibilities (for example, proxy voting and tax consequences), and the firm reports that its assets are primarily managed on a non-discretionary basis while it monitors and trades as necessary. Noteworthy features for an independent, solo adviser include acting as a wrap fee program sponsor (a relatively uncommon arrangement) and the owner’s licensed insurance-agent status, with the capacity to recommend and sell insurance products outside the advisory accounts for additional compensation. The firm also operates at a small scale (one adviser, a very limited client roster and modest AUM), does not use outside portfolio managers, and explicitly leaves proxy voting and some client-level decisions to clients rather than exercising voting authority.

To learn more about the advisors currently working at Absolute Alpha Corp, 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.