A complete list of active advisors currently associated with Aktive Capital Management, LLC

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

AKTive Capital Management, LLC serves individuals, high‑net‑worth individuals, charitable organizations and business entities with ongoing portfolio management and a standalone mutual fund guidance service for retirement and non‑retirement accounts. The firm creates an Investment Policy Statement for each client and provides discretionary portfolio management tailored to clients’ goals, time horizons, and documented risk tolerances. The firm’s investment approach combines charting, fundamental, technical and cyclical analysis with modern portfolio theory, and implements strategies across long‑ and short‑term trading. ACML employs active techniques including short sales and options (covered, uncovered and spread strategies) alongside traditional equity, fixed income, ETF and real‑asset allocations, and typically seeks discretionary authority to execute trades. Compared with many small independent advisers, ACML’s use of derivatives and short‑selling within separately managed accounts is an uncommon practice among peers. The firm manages client assets internally rather than selecting third‑party managers, requires clients to custody with a specific broker‑dealer, and offers a one‑time mutual fund review service in addition to ongoing management.

To learn more about the advisors currently working at Aktive Capital 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.