A complete list of active advisors currently associated with Buoyancy Capital
Warmer can help you find a great advisor at Buoyancy Capital or one who fits your needs even better.
Buoyancy Capital LLC provides discretionary portfolio management primarily to individuals, high-net-worth investors, charitable organizations, and corporate and retirement accounts. The firm constructs an Investment Policy Statement for each client and generally manages separately managed accounts, with a stated account minimum of $100,000 that may be waived. The firm’s investment approach centers on fundamental analysis and a concentrated “Focused Value” strategy—typically 10–15 high‑conviction equity positions—and may employ options strategies (covered, uncovered, and spreads) and other instruments such as ETFs, fixed income and REITs. Buoyancy documents client risk tolerances, seeks discretionary trading authority for most accounts, and uses model portfolios tailored to individual restrictions and objectives. Compared with many solo independent advisers, Buoyancy discloses that it accepts performance‑based fees for qualified clients (25% of net profits above a high‑water mark) and describes procedures to address the attendant side‑by‑side management conflict; its fee arrangements are described as negotiable and are invoiced regularly. The brochure also notes the firm provides periodic reports and market commentaries to clients—a practice less common among peers—and the firm emphasizes customized fee and reporting arrangements that can differ from standard percentage‑of‑AUM billing.
To learn more about the advisors currently working at Buoyancy Capital, 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 |
|---|---|---|
Remote
| 3
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