A complete list of active advisors currently associated with Cash Flow Investment Services LLC
Warmer can help you find a great advisor at Cash Flow Investment Services LLC or one who fits your needs even better.
Cash Flow Investment Services L.L.C. is a state-registered, solo independent adviser managing about $93.2 million for roughly 86 clients, serving individuals including high-net-worth clients. The firm provides discretionary investment supervisory services (individual portfolio management) and limited financial planning that is provided only to portfolio management clients rather than as a standalone offering. The adviser combines fundamental, technical, charting and quantitative analysis with asset-allocation work, and employs both long-term buy-and-hold positions and shorter-term trading (typically within 30 days) as appropriate to client objectives. Accounts are managed on a discretionary basis, reviewed at least monthly, and the firm’s written disclosures specifically permit use of mutual funds, ETFs and more specialized products — including bitcoin ETFs and inverse ETFs — with accompanying risk disclosures about volatility, leverage, custody and tracking risk. Noteworthy features in the brochure include an explicit no-minimum account policy and the firm’s practice of sometimes managing accounts pro bono, a standard percentage-of-AUM fee structure (typically 0.5%) with fees withdrawn directly from client accounts, and a disclosed standing letter of authorization that creates limited custody safeguards. The firm also documents detailed block-trading and allocation procedures, uses Charles Schwab & Co., Inc. Advisor Services for custody and institutional services, and states a proxy-voting policy that includes escalation to an independent third party if conflicts arise.
To learn more about the advisors currently working at Cash Flow Investment Services 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 |
|---|---|---|
Ogden, UT
| 29
|
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