A complete list of active advisors currently associated with Alphaglider LLC

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

AlphaGlider LLC is a small independent registered investment adviser that serves individuals, families, trusts and retirement plan sponsors, managing roughly $48 million for about 30 clients. It provides discretionary and non‑discretionary portfolio management, fiduciary consulting and 3(38) investment‑manager services, and also offers 529 plan management on Utah’s my529 platform. The firm delivers advice primarily through its website and mobile applications and constructs diversified, risk‑managed, tax‑aware, low‑turnover strategies that rely heavily on exchange‑traded funds. Its investment process combines fundamental and cyclical analysis with strategic asset allocation and periodic rebalancing; trading authority is typically discretionary but trading activity is constrained to limit costs and tax effects. Compared with peers of similar size, the firm’s willingness to accept full 3(38) fiduciary discretion for plan sponsors and its explicit management of my529 accounts (subject to the requirement that clients also maintain taxable or IRA accounts at the recommended custodian) are notable. The sole investment adviser holds the CFA designation and has prior institutional equity experience, and the firm emphasizes internet‑delivered client access alongside custodial integrations with major service providers.

To learn more about the advisors currently working at Alphaglider 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.