A complete list of active advisors currently associated with Belle Isle Advisors

Warmer can help you find a great advisor at Belle Isle Advisors or one who fits your needs even better.

Belle Isle Advisors is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management, model portfolios, asset allocation, manager selection, and separate strategic and consulting services. Its clients include individuals, families, trusts, pension plans, corporations, nonprofit organizations, pooled investment vehicles, and general partner entities. The firm primarily implements customized model portfolio frameworks and employs fundamental analysis, asset allocation modeling, and qualitative risk assessment to align portfolios with client objectives and constraints. Belle Isle offers both investment fiduciary services and separate non‑investment consulting engagements, and will accept discretionary authority only when expressly authorized in writing. Belle Isle’s practice includes sponsor advisory services to pooled vehicles and an affiliation with Belle Isle Capital, LLC, an entity engaged in investment sponsorship and capital-related activities, which can involve receiving equity interests in sponsored offerings. The combination of sponsor advisory and liquidity/exit advisory work alongside traditional portfolio management — and servicing pooled vehicles and institutional-type clients — is a less common mix of services and client types for an independent adviser of this size.

To learn more about the advisors currently working at Belle Isle Advisors, 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
James Holdge	Oklahoma City, OK	0

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