A complete list of active advisors currently associated with Avocet Capital Management LLC

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

Avocet Capital Management LLC provides discretionary portfolio management and hourly financial planning primarily to high‑net‑worth individuals, trusts, estates, and businesses. The firm manages a concentrated client base (about 40 clients) with roughly $158 million in assets and generally requires a $500,000 account/net‑worth threshold, so it does not typically serve non‑high‑net‑worth individual clients. The firm’s investment process combines quantitative tools (portfolio optimization and computer‑based risk/return models), third‑party research, and traditional fundamental analysis to construct diversified equity and fixed‑income portfolios and investment policy statements. Avocet implements portfolios on a discretionary basis, documents client‑imposed restrictions, and provides written or oral financial plans when engaged. Compared with many peers, Avocet explicitly uses options and other derivative strategies within separately managed accounts — detailing covered calls, collars, spreads, long/short option positions, and related hedging techniques — a practice that is relatively uncommon among supported firms. Its small, concentrated roster of primarily HNW clients together with an explicit mix of quantitative optimization and active derivative use are the most distinguishing operational features.

To learn more about the advisors currently working at Avocet 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.