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

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

Bedfield Asset Management is an independent registered investment adviser that provides discretionary portfolio management to individuals, trusts, business entities, and corporate pension and profit‑sharing plans. The firm manages roughly $16.1 million across about 18 client accounts and does not offer financial planning, tax services, wrap‑fee programs, or alternative investments. The firm employs a blended active/passive approach, combining fundamental analysis with technical analysis applied to six asset classes (equities, fixed income, cash, currencies, commodities, and real estate); technical tools cited include moving averages, Fibonacci ratios, volume, relative strength, and money flow. Investment decisions focus on index and sector rotation for capital appreciation, and the adviser may maintain high cash positions defensively or use inverse mutual funds and inverse ETFs (and other short strategies) when sell signals are identified, which can result in frequent trading and higher volatility. Noteworthy features include a small, solo‑led practice model and a principal background in aviation and technology entrepreneurship, which the brochure links to a data‑driven, technical orientation to markets. The firm also disclaims proxy‑voting authority (clients retain voting responsibility), relies on designated custodians and trading platforms for execution and operations, and reports no material industry affiliations or performance‑based fee arrangements.

To learn more about the advisors currently working at Bedfield 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.