A complete list of active advisors currently associated with Advanced Portfolio Strategies

Warmer can help you find a great advisor at Advanced Portfolio Strategies or one who fits your needs even better.

Advanced Portfolio Strategies provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities, offering ongoing portfolio management, financial planning, and pension consulting. The firm prepares individualized investment policy statements and may implement recommendations through proprietary management or by directing clients to third‑party advisers and separately managed accounts. The firm’s investment process draws on fundamental, quantitative, technical analysis and modern portfolio theory, and it employs both long‑term and short‑term trading techniques, including options, margin and short sales, under written discretionary authority for most client accounts. Portfolios may include a broad mix of instruments—mutual funds, ETFs (including precious‑metal ETFs), fixed income, private equity, hedge funds and venture capital—reflecting a diversified, multi‑strategy approach. Distinctive features include the firm’s registration as a licensed insurance agency, which allows it to offer insurance and annuity products in addition to advisory services, and a formal relationship with an online lending platform to help clients source personal and business loans—elements that are uncommon among comparable team firms. The firm also conducts periodic educational seminars and workshops for clients and the public and does not impose an account minimum.

To learn more about the advisors currently working at Advanced Portfolio Strategies, 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.