A complete list of active advisors currently associated with Boselah Investments

Warmer can help you find a great advisor at Boselah Investments or one who fits your needs even better.

Boselah provides discretionary investment management and tailored portfolio services for individuals, high‑net‑worth investors, businesses and trusts. The firm recommends and trades individual stocks, bonds, ETFs and mutual funds and also uses treasuries, options, warrants and other instruments while conducting ongoing account review and rebalancing. The firm documents client objectives and risk tolerance on a Client Relationship Form and generally maintains fully invested allocations while making tactical adjustments as market conditions change. Boselah uses fundamental, technical and cyclical analysis, may employ model portfolios and can implement laddered fixed‑income strategies, margin/leverage, short selling and options for both hedging and speculative purposes. Notably, Boselah discloses routine authority to use leverage, short positions and derivatives and executes the majority of trades through Interactive Brokers’ platform, which may reflect more active or sophisticated trading than many peers of similar size. The firm’s principal brings a background in public accounting (inactive CPA) and commercial banking to investment management, and Boselah does not vote client proxies (custodians deliver proxy materials directly to clients).

To learn more about the advisors currently working at Boselah Investments, 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.