A complete list of active advisors currently associated with BIGGIN, INC.

Warmer can help you find a great advisor at BIGGIN, INC. or one who fits your needs even better.

Biggin, Inc. provides personalized investment management primarily to individual investors, including high-net-worth clients, through both discretionary and non-discretionary asset management. As of the most recent filing the firm reports about $82.2 million in assets under management across roughly 90 client relationships, with the majority of those assets managed on a discretionary basis. The firm’s investment process uses fundamental, technical and cyclical analysis to build portfolios that reflect each client’s Investment Policy Statement and documented risk tolerance. Strategies may include long- and short-term purchases, active trading and option writing (including covered and uncovered option strategies), with account reviews performed at least quarterly and additional reviews as circumstances change. Notable operational features include a requirement that clients use Charles Schwab & Co. as custodian (clients may not direct brokerage), and disclosure that the firm receives soft-dollar research and other economic benefits tied to commission arrangements. The firm does not routinely vote proxies on client securities (clients receive and vote their own proxies) and documents personal trading reviews and other policies intended to mitigate conflicts of interest.

To learn more about the advisors currently working at BIGGIN, INC., 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.