A complete list of active advisors currently associated with AlphaVista Asset Management LLC
Warmer can help you find a great advisor at AlphaVista Asset Management LLC or one who fits your needs even better.
AlphaVista provides discretionary investment management through separately managed accounts to individuals and high-net-worth clients as well as a range of institutional and organizational clients, including qualified retirement plans, charitable organizations, foundations, trusts, small businesses, and corporations. The firm reports managing approximately $7.0 million on a discretionary basis and delivers services under a limited discretionary trading authority. Investment decisions are driven by proprietary quantitative models that use mathematical and statistical methods to generate allocation and trading signals, while the firm’s chief investment officer may exercise discretionary judgment to accept, modify, delay, or override model outputs. Portfolios are implemented primarily with exchange‑traded products (including leveraged and inverse ETPs) and generally seek to mirror a standardized model across offered risk tiers, selecting a relatively small subset from a 20‑ETP core universe for active positions. Distinctive features noted in the brochure include the firm’s willingness to serve institutional-type clients — an offering that is less common among comparable independent solo advisers — and a recent brochure amendment that inserts discussion of performance fees even though the firm currently states it does not accept performance‑based compensation. The strategy’s routine use of leveraged ETPs (with a stated long-term leverage target around 1.9x and potential for concentrated exposures), its standardized no‑restriction account policy, and the firm’s dependence on a single portfolio decision‑maker are additional operational characteristics highlighted in the disclosure.
To learn more about the advisors currently working at AlphaVista Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Sugar Land, TX
| 2
|
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