A complete list of active advisors currently associated with Appian Road LLC
Warmer can help you find a great advisor at Appian Road LLC or one who fits your needs even better.
Appian Road LLC provides discretionary portfolio management to individual and high‑net‑worth clients, working with a small client base and reporting roughly $2.0 million in assets under management. The firm documents client objectives and risk tolerances in individualized investment policy statements and implements portfolios that primarily use exchange‑traded funds. The firm’s investment approach blends fundamental and cyclical analysis with a long‑term trading orientation and typically limits recommended holdings to ETFs, using a single custodial relationship selected for low transaction costs and trading platform access. Appian Road operates as a solo advisory practice and seeks authority to trade on clients’ behalf to carry out its investment plans. Notably, the firm is registered in connection with commodity trading advisor activity — an uncommon regulatory status for a one‑advisor independent firm — while its brochure also states it no longer recommends futures contracts. Operationally, Appian Road reports no soft‑dollar arrangements, does not participate in wrap fee programs, and does not aggregate block trades for multiple client accounts, features that distinguish its execution and research arrangements from many peers.
To learn more about the advisors currently working at Appian Road 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 |
|---|---|---|
Chestnut Hill, MA
| 11
|
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