A complete list of active advisors currently associated with Anvik Advisers LLC

Warmer can help you find a great advisor at Anvik Advisers LLC or one who fits your needs even better.

Anvik Advisers LLC provides discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates and business entities, using equity securities, ETFs, fixed income and option transactions. The firm’s brochure reports management of approximately $4.8 million and a very small number of client accounts. The investment approach emphasizes long‑term capital appreciation through selection of common stocks the firm views as undervalued, while employing a covered‑call (buy‑write) program and interest‑paying debt to generate income; protective puts and collar strategies are used selectively for downside protection. Research and trading are driven by fundamental, technical and charting analysis performed daily, and the adviser typically exercises discretionary authority subject to client‑imposed restrictions. According to regulatory disclosures, the firm serves as a wrap‑fee program sponsor, a structure that is uncommon among independent advisers and may consolidate advisory and transaction services for participating clients. The firm’s client base is highly concentrated, and its managing personnel have prior registered options principal and options‑strategy supervisory experience; the brochure also discloses past FINRA regulatory and arbitration matters involving supervisory roles, which prospective clients may wish to review.

To learn more about the advisors currently working at Anvik Advisers 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.