A complete list of active advisors currently associated with Agora Investments

Warmer can help you find a great advisor at Agora Investments or one who fits your needs even better.

Agora Investments provides ongoing portfolio management and investment advisory services to individuals, high‑net‑worth individuals, charitable organizations, corporations, and municipal entities. The firm prepares an Investment Policy Statement for each client, tailors recommendations to clients’ goals and risk tolerance, and may operate under discretionary authority where agreed. The firm applies a broad set of analytical methods — including charting, cyclical, fundamental, quantitative, modern portfolio theory, and technical analysis — and uses both long‑term and short‑term trading approaches. Its strategy set includes higher‑risk tools such as margin, short sales, and options trading, and it allocates across mutual funds, ETFs (including precious‑metal sector ETFs), TIPS, commodities, REITs, annuities, venture capital funds, and private placements when appropriate. Noteworthy features in the brochure include a requirement that client accounts be maintained at Schwab Advisor Services and disclosure that the firm may receive research or other soft‑dollar benefits through the custodian, arrangements that can influence execution and research access for a small adviser. The firm also notes recent registration as an investment adviser (July 2024) and reports roughly $10 million in assets under management while offering access to private placements and venture capital and employing active, higher‑risk trading strategies — a combination that is less common among similarly sized independent advisers.

To learn more about the advisors currently working at Agora Investments, 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.