A complete list of active advisors currently associated with Amijag Advisors LLC
Warmer can help you find a great advisor at Amijag Advisors LLC or one who fits your needs even better.
Amijag Advisors LLC provides discretionary investment supervisory services primarily to institutional and corporate clients, including hedge funds, retirement plans, foundations, and endowments, and also offers financial planning along with bookkeeping and tax-preparation services. The firm discloses that its current assets under management are from proprietary and friends-and-family funds, totaling $20,608. The firm implements personalized, model-based portfolios and actively manages allocations with periodic rebalancing; for certain clients it may use margin, covered options, or alternative and illiquid investments for longer time horizons. Amijag operates on both discretionary and non-discretionary bases and conducts frequent account reviews through its custodian platform to monitor allocations and performance. Notable distinctions include its emphasis on serving corporate/business and institutional clients while also operating an accounting and tax-preparation practice, and acting as manager to a privately held pooled investment vehicle. The firm discloses potential conflicts from affiliated activities and the principal’s material involvement in other business interests, and maintains a written Code of Ethics and procedures for trade execution through Interactive Brokers.
To learn more about the advisors currently working at Amijag Advisors 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
| 11
|
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