A complete list of active advisors currently associated with Basilic
Warmer can help you find a great advisor at Basilic or one who fits your needs even better.
The firm provides portfolio management, financial planning, pension consulting, and specialized Bitcoin financial services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. Offerings include written Investment Policy Statements, ongoing portfolio management and monitoring, retirement plan consulting, and Bitcoin custody, research and education delivered in coordination with third-party service providers. The firm implements client strategies using both discretionary and non-discretionary arrangements documented in client contracts, employing methods such as modern portfolio theory, quantitative and fundamental analysis, and technical charting across mutual funds, ETFs, fixed income, equities and alternative investments. For digital-asset work it partners with third-party providers (including a multi-signature custody partner) and uses investment signaling models and third-party advisers to inform trading and custody arrangements. Noteworthy differences from many peers include an explicit role in fund-level activity and syndication tied to private credit and bitcoin-related ventures, and a stated affiliation with insurance licensure for the principal, each disclosed as outside business activities. The firm also offers pension consulting that integrates an internet-based recordkeeping platform and trust custodian arrangements—services and vendor integrations that are less common among independent advisers of this size.
To learn more about the advisors currently working at Basilic, 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 |
|---|---|---|
Denver, CO
| 2
|
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