A complete list of active advisors currently associated with Aspentree Capital Corporation
Warmer can help you find a great advisor at Aspentree Capital Corporation or one who fits your needs even better.
AspenTree Capital Corporation manages individualized equity portfolios for individuals (including high‑net‑worth and non‑HNW clients), trusts, estates and charitable organizations, and also accepts pooled investment vehicle clients. It provides discretionary portfolio management focused on option-based strategies and executes trades through a brokerage custodian for each client account. The firm’s investment approach centers on covered call writing and selective put sales: AspenTree identifies stocks using fundamental and technical analysis, runs computer evaluations of stock/option combinations, and continually sells options to generate premium income while seeking to temper downside risk. Client accounts are set up with written investment profiles that allow the firm to tailor option strike selection, put‑selling permissions and overall risk tolerance, and the firm implements trades unless clients impose restrictions. AspenTree is small in scale (single primary advisor and under $40 million in assets under management) and the brochure highlights a few distinctive features for a firm of this size: the firm’s investment adviser representative also operates Running Oak Capital, an SEC‑registered adviser that pursues a different growth strategy (a relationship the brochure says does not materially overlap), and AspenTree also trades its own accounts using the same covered call/put techniques. The brochure further notes that staff involved in advising are expected to hold MBAs and that the firm prioritizes continual option activity, which can lead to more frequent trading than a traditional buy‑and‑hold manager.
To learn more about the advisors currently working at Aspentree Capital Corporation, 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 |
|---|---|---|
Chapel Hill, NC
| 12
|
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