A complete list of active advisors currently associated with Bush River Trust, LLC

Warmer can help you find a great advisor at Bush River Trust, LLC or one who fits your needs even better.

Bush River Trust provides portfolio management and financial planning to individuals, high‑net‑worth individuals, charitable organizations and business entities. The firm limits its investment advice primarily to mutual funds, fixed‑income securities, real estate funds, equities and exchange‑traded funds, including precious‑metal ETFs. The adviser uses a long‑term approach informed by fundamental analysis, modern portfolio theory and technical analysis, documenting client goals and constraints in an Investment Policy Statement and conducting at least monthly reviews. It generally operates on a non‑discretionary basis—seeking client approval for transactions—and delivers ongoing monitoring rather than exercising trading authority on clients’ behalf. Notably, the brochure reports approximately $23.0 million in non‑discretionary assets and no discretionary AUM, a structure that is uncommon among independent advisors. The firm requires clients to use Trade‑PMR, Inc. as custodian, does not aggregate or block client trades, and discloses the potential receipt of research or other services from custodians, operational features that can affect execution and the degree of client involvement in trading.

To learn more about the advisors currently working at Bush River Trust, 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.