A complete list of active advisors currently associated with Activest Wealth Management, LLC

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

Activest Wealth Management provides discretionary portfolio management, financial planning, family office coordination, and sub-advisory/consulting services to individuals, high-net-worth clients, foundations and endowments, as well as foreign and international institutional clients. The firm offers model- and customized-portfolio options and reporting services—common offerings among team-sized advisers—while also providing consolidated reporting and planning through eMoney. The firm’s investment process is committee-driven, combining fundamental, quantitative and risk-based analysis to construct three multi-asset strategies (income/conservative/moderate/growth) that include fixed income, equities, commodities, real estate and alternative instruments. Portfolios are monitored and rebalanced ongoingly, and Activest serves as discretionary manager for separately managed accounts, issuer-sponsored vehicles and model portfolios under written agreements. What distinguishes Activest from many peers is its explicit international orientation and referral arrangement with a Switzerland-based promoter, and its use of performance-based fee arrangements for qualified clients (including private fund fee structures) with detailed calculation provisions. The firm also provides institutional market communications and reporting (including weekly conferences and market news) and manages strategies that may include structured and equity-linked instruments used in issuer-sponsored or special-purpose vehicle arrangements.

To learn more about the advisors currently working at Activest Wealth 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.