Amana Advisors

Amana Advisors is a newly registered investment adviser that offers asset management and related advisory services to institutional and pooled-vehicle clients as well as other entities, along with financial planning, consulting and retirement-rollover advice. The firm also provides occasional educational seminars for groups or sponsoring organizations and, as disclosed, reports no assets under management as of the brochure date.

The firm implements tailored portfolio management on a discretionary or non‑discretionary basis, working from client objectives, risk tolerances and imposed account restrictions and using both strategic and tactical asset‑allocation approaches. Its investment process draws on fundamental, technical and charting analysis and may include long‑ and short‑term trades, options, margin and ETF/mutual‑fund positions, with regular monitoring and quarterly reviews.

Compared with many peers, Amana Advisors discloses an operating connection to an accounting practice (the principal is a licensed CPA and may provide or refer tax/accounting services) and explicitly describes referral relationships and potential conflicts tied to rollovers and related advice. The brochure also highlights fee arrangements that include the common percentage‑of‑AUM management fee alongside hourly charges for financial planning and consulting and the firm’s use of impersonal seminars—features that are relatively uncommon among managers in its category.