A complete list of active advisors currently associated with Black Sea Gold Advisors LLC
Warmer can help you find a great advisor at Black Sea Gold Advisors LLC or one who fits your needs even better.
Black Sea Gold Advisors LLC provides individualized portfolio management and comprehensive financial planning services to individuals and a range of institutional clients. Services include retirement planning, estate and tax planning, cash flow and debt management, and explicit pension consulting and oversight for pension and profit-sharing plans. The firm primarily constructs passively managed portfolios using index mutual funds and ETFs to capture asset-class exposures, while its investment analysis also incorporates fundamental, technical, cyclical and charting methods. It manages discretionary accounts, may refer clients to third‑party managers, and monitors those managers’ holdings, strategies, and compliance as part of its ongoing oversight. Distinctive for a single‑advisor firm with roughly $17.1 million in discretionary assets and about 30 client relationships, Black Sea Gold works with institutional-type clients (including pension and municipal entities) in addition to individual and high‑net‑worth investors, a client mix that is less common among peers. The firm participates in an institutional custody program for trade execution and operational support, votes client proxies unless instructed otherwise, and integrates multi‑topic financial planning into its advisory process.
To learn more about the advisors currently working at Black Sea Gold Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 2
|
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