A complete list of active advisors currently associated with Applied Derivative Research or "ADR"

Warmer can help you find a great advisor at Applied Derivative Research or "ADR" or one who fits your needs even better.

Applied Derivative Research provides discretionary and non-discretionary portfolio management and advisory services to a diverse set of clients, including high-net-worth individuals and institutional investors, and also advises pooled investment vehicles. The firm offers tailored support ranging from full investment management to manager selection, impact evaluation and due diligence for clients that retain varying degrees of oversight. The firm’s investment approach combines bottom-up fundamental research with a thematic top-down overlay focused on sustainable and impact-oriented opportunities, and it employs long and short positions and derivative instruments when appropriate. Applied Derivative Research works with clients through customized mandates and extension services for in‑house investment offices, providing both strategic asset allocation advice and active portfolio implementation. Compared with peers, the firm is notable for offering performance‑based compensation arrangements and percentage‑of‑AUM billing, and for providing portfolio management for pooled vehicles while also performing selection of other advisers—capabilities that are uncommon for advisors of its size. It is also atypical in serving both institutional and individual/HNW clients while managing a very small asset base and a limited number of client relationships, which tends to produce highly negotiated, bespoke engagement terms.

To learn more about the advisors currently working at Applied Derivative Research or "ADR", 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.