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.
The firm provides investment advisory and separately managed account services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. It also serves as sponsor of a wrap‑fee program and directs custody and trade execution through Charles Schwab & Co. Anvik’s investment approach emphasizes long‑term capital appreciation by selecting common stocks it considers undervalued across market capitalizations, supplemented by income and risk‑management option strategies. The firm implements covered‑call writing, may employ protective puts or collars, and uses ETFs, fixed‑income instruments and cash equivalents as appropriate, relying on fundamental, technical and charting analysis with daily portfolio reviews. Noteworthy aspects include its uncommon role as a wrap‑fee program sponsor among independent advisors and a small, focused client base managed by a solo advisor. The brochure also discloses prior NASD regulatory and arbitration matters involving the firm’s principal and describes internal controls such as required Schwab custody, a Code of Ethics with pre‑approval for certain personal trades, and order‑bunching practices.
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.
Name |
Location |
Years of experience |
|---|---|---|
Mill Valley, CA
| 49
|
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