A complete list of active advisors currently associated with Andrey, Douglas
Warmer can help you find a great advisor at Andrey, Douglas or one who fits your needs even better.
The firm is a solo registered investment adviser that works with individual clients to provide discretionary portfolio management and related investment advice. It constructs customized portfolios generally using stocks, exchange-traded funds and bonds and engages clients to identify investment objectives, risk tolerance and financial circumstances. The adviser relies primarily on fundamental analysis and a generally long-term strategy while retaining flexibility for shorter-term trading when needed for rebalancing or client goals; accounts are reviewed on a weekly basis with additional reviews after large market moves. The firm typically operates with discretionary authority and may retain legacy positions or accept client-imposed investment restrictions. The firm does not use percentage-of-AUM fees, a practice that is uncommon among independent advisers, and it maintains a relatively small client base with higher stated account entry expectations. Other distinguishing features include a code of ethics modeled on the CFA standards, an explicit policy of not taking custody of client assets, no acceptance of soft-dollar benefits, and the principal’s lengthy background in market analysis and technology-industry operations combined with decades of personal investing experience.
To learn more about the advisors currently working at Andrey, Douglas, 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 |
|---|---|---|
San Jose, CA
| 4
|
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