A complete list of active advisors currently associated with Ambrosia Herb Tea, LLC

Warmer can help you find a great advisor at Ambrosia Herb Tea, LLC or one who fits your needs even better.

The firm provides separately managed account investment advisory services to individuals, high‑net‑worth individuals, and institutions, with recommendations limited to S&P 500 index options. Client assets are maintained at third‑party custodians and the firm generally manages accounts on a discretionary basis. The investment approach is a rule‑based risk‑premium strategy that seeks to generate income through the systematic sale and purchase of S&P 500 call and put options; the strategy is backtested and described as having low correlation with other asset classes and does not rely on predicting market direction. The same strategy is applied across accounts (clients may restrict risk parameters), and the firm evaluates client financial situations and objectives to determine suitability for this options‑focused program. A distinctive feature is that the firm offers performance‑based compensation to qualified clients using a quarterly high‑water‑mark calculation while also managing non‑performance fee accounts, creating a side‑by‑side fee structure the firm addresses through differential fee levels. The brochure also notes the managing director is a CFA charterholder with a background developing technical analysis systems and maintains full‑time employment outside the advisory business, which the firm says results in early‑morning trading windows and research conducted after regular work hours.

To learn more about the advisors currently working at Ambrosia Herb Tea, 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.