A complete list of active advisors currently associated with Borrero Investment Management, LLC

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

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.

To learn more about the advisors currently working at Borrero Investment 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.

Name	Location	Years of experience
Alfonso Borrero Jr.	Orlando, FL	27

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