A complete list of active advisors currently associated with Andina Advisors

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

Andina Capital Management (doing business as Andina Advisors/Andina Family Offices) provides financial planning and investment management to individuals — including high‑net‑worth clients — as well as employer retirement plans, insurance companies and other institutional clients. The firm reports roughly $1.26 billion in regulatory assets under management, operates with a multi‑team advisory group of 14 and offers services that include discretionary portfolio management, financial planning, retirement plan consulting, model‑delivery services and optional consolidated reporting. The firm generally implements client portfolios using an investment policy statement and diversified allocations across equities, fixed income, ETFs, structured products and alternative investments, and typically manages accounts on a discretionary basis with periodic reviews. Andina uses a mix of fundamental, technical and macro analysis, allocates to independent portfolio managers or model portfolios when appropriate, and explicitly makes private fund and third‑party manager recommendations on a non‑discretionary basis so clients retain the decision to invest. What distinguishes Andina from many peers is its active involvement with private funds and pooled vehicles: certain managing partners provide consulting services to, and serve on committees for, private funds and related SPVs that are recommended (or were previously recommended) to clients, and those partners receive a portion of performance‑based fees (carried interest), a conflict the firm discloses and says it mitigates through suitability‑based recommendations. The firm also acts as a promoter/subadvisor in model‑delivery programs, accepts insurance company and pooled‑vehicle clients, and discloses that some advisers are licensed insurance agents who may earn commissions, all of which create additional compensation‑related conflicts the firm addresses in its disclosures.

To learn more about the advisors currently working at Andina Advisors, 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.