A complete list of active advisors currently associated with Changing Parameters, LLC

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

Changing Parameters, LLC provides discretionary portfolio management and tactical allocation services to individuals (including high-net-worth and non‑HNW clients), separately managed accounts for pensions, trusts, charities and business entities, and serves as investment adviser to a registered open‑end management investment company (the Fund). The firm also offers related financial planning input, tax planning research and insurance‑related referrals as part of its SMA services. The firm’s investment process is model‑driven, using price trend, technical, quantitative and momentum analysis to allocate between equity and fixed‑income market segments and to trigger moves into shorter‑duration sectors or money‑market instruments when trends change. The strategy can involve active trading, including long and short positions, use of derivatives (futures and options), ETFs and exposure to high‑yield fixed income, and may result in concentrated, non‑diversified portfolios with relatively high turnover. What is distinctive is that a small, supported advisory team manages both separate accounts and a 1940 Act registered fund—an uncommon arrangement for firms of this size—and the firm may, with disclosure, allocate SMA assets into the Fund. The firm also uses third‑party consultants for strategy inputs, maintains written policies on best execution, trade aggregation and personal trading, and documents its approach to the related conflicts of interest.

To learn more about the advisors currently working at Changing Parameters, 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.