A complete list of active advisors currently associated with Barnai Asset Management

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

Barnai Asset Management provides ongoing, discretionary portfolio management to individual and high‑net‑worth clients, focusing primarily on equity and ETF‑based strategies and related services such as portfolio construction, rebalancing, performance reporting, and advice on held‑away accounts. Clients receive a documented Investment Strategy tailored to their goals, time horizon, and risk tolerance, and the firm implements those strategies under discretionary authority. The firm employs a top‑down approach grounded in Modern Portfolio Theory with an explicit emphasis on long‑term market cycles (secular bulls and bears) to guide allocations across conservative through speculative model portfolios. Portfolios are ETF‑centric and include ESG‑focused options; for suitable clients the firm may tactically use triple‑leveraged ETFs (UPRO, TQQQ) and actively time and rebalance those positions more frequently than other holdings. Compared with many peers of similar size, Barnai’s documented practice of holding triple‑leveraged ETFs for months or years, combined with explicit caps by portfolio type and weekly monitoring of those positions, is atypical and carries higher risk as noted in its disclosures. The firm manages all assets in‑house, generally limits its investable universe to equities and ETFs (excluding cryptocurrency, IPOs, annuities and certain other products), and screens clients for suitability to its active, cycle‑oriented strategy.

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