Borrero Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Borrero Investment Management, LLC provides investment advisory services to individuals and high-net-worth individuals across a range of securities, including mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), Treasury inflation-protected securities, commodities, hedge funds and non-U.S. securities. The firm manages accounts on both a discretionary and non-discretionary basis, prepares an Investment Policy Statement for each client, and offers participation in a wrap-fee program.
The firm’s investment process combines fundamental analysis with modern portfolio theory to set asset allocation and select securities, documenting risk tolerance and objectives in each client’s Investment Policy Statement and conducting periodic monitoring. BIM employs both long-term and short-term trading approaches and describes procedures for seeking best execution through recommended custodians and quarterly account reviews.
What is noteworthy in the brochure is the explicit use of leverage and derivatives: BIM discloses margin transactions and short sales as well as options trading (including covered, uncovered and spreading strategies) and states it may use hedge funds and commodities in client portfolios. The brochure also describes policies on fair allocation of investment opportunities and participation in an institutional custodian program that provides research and reporting services, which the firm discloses can create potential conflicts to be managed.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.25%
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Borrero Investment Management, LLC · Borrero Investments · Borrero, Alfonso A · Borrrero Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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