A complete list of active advisors currently associated with Atherean Asset Management LLC

Warmer can help you find a great advisor at Atherean Asset Management LLC or one who fits your needs even better.

Atherean Asset Management provides investment advisory, portfolio management, and financial planning services to individuals, high‑net‑worth clients, corporations, trusts, and pension or profit‑sharing plans, and also manages separately managed accounts for those clients. The firm additionally serves as the investment manager for a private pooled investment partnership that is offered to qualified investors. The firm’s investment process blends strategic asset allocation and bottom‑up security analysis with tactical overlays; portfolios are typically equity‑focused but the firm maintains a trading sleeve and may use ETFs, ETNs, short positions, leverage and a currency overlay to pursue returns or hedge exposures. The firm prepares and presents performance in accordance with the Global Investment Performance Standards and makes composite and pooled‑fund performance information available to prospective investors. What is distinctive is that this solo independent adviser also sponsors and advises a private pooled fund through an affiliated general‑partner entity and manages pooled vehicles alongside its SMA business, a combination that is uncommon among firms of this size. The firm also discloses performance reporting under GIPS, advertises performance results, and the principal’s external role as a credentialed tax expert creates an accounting‑related affiliation that may be relevant to some clients.

To learn more about the advisors currently working at Atherean Asset 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.