A complete list of active advisors currently associated with AsterBright Capital Management, LLC
Warmer can help you find a great advisor at AsterBright Capital Management, LLC or one who fits your needs even better.
AsterBright Capital Management, LLC provides discretionary portfolio management to individuals, high net worth clients, small businesses, and foundations, and may manage certain institutional-type accounts. The firm generally tailors portfolios to each client’s goals, risk tolerance, and investment objectives and, in limited cases, manages accounts on a non‑discretionary basis. Portfolios are constructed using a blend of fundamental and quantitative research and may include long‑only strategies as well as opportunistic long/short positions and options for qualified clients, implemented through individual equities and ETFs. Investments are limited to liquid, publicly traded securities, and accounts are typically reviewed periodically with most managed on a discretionary basis. The firm is distinctive among solo independent advisers in offering performance‑based fee arrangements to qualified clients and in providing portfolio management for foundations and other institutional clients, features that are uncommon for firms of its type. AsterBright also discloses a related proprietary trading entity that is currently inactive and maintains policies intended to mitigate potential conflicts should that entity become operational.
To learn more about the advisors currently working at AsterBright Capital Management, 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 |
|---|---|---|
Wellesley, MA
| 7
|
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