A complete list of active advisors currently associated with Astra Prime Wealth Management

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Astra Prime Wealth Management provides fee-based, custom investment management to a small, concentrated roster of primarily high-net-worth individuals and related entities such as trusts, estates, charitable organizations, and business clients. The firm manages roughly $47 million and delivers both discretionary and non-discretionary portfolio management rather than participating in wrap fee programs. The firm’s investment approach centers on a tactical asset-allocation strategy intended to reduce risk and improve performance, using fundamental, technical, and cyclical analysis as appropriate. Astra Prime implements this approach with a range of techniques that include option strategies, covered option writing, short sales, margin trading, and the use of cash positions for hedging, and it reviews accounts on an ongoing basis to align portfolios with client objectives. Astra Prime is atypical for a firm of its size in that it offers performance-based fee arrangements to qualified clients and applies a high-water mark and trading and suitability policies to address related conflicts of interest. As a recently formed, small advisory firm with a concentrated client base and principals who bring experience from larger financial and risk-management roles, it couples advanced trading strategies and performance-fee capability with a focus on HNW relationships rather than non‑high‑net‑worth retail clients.

To learn more about the advisors currently working at Astra Prime Wealth Management, 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.

You can also browse Astra Prime Wealth Management's office locations.