A complete list of active advisors currently associated with Cirrus Capital LLC
Warmer can help you find a great advisor at Cirrus Capital LLC or one who fits your needs even better.
Cirrus Capital LLC serves individual and high‑net‑worth clients as well as corporations and retirement plans, providing discretionary portfolio management, sub‑advisory services, retirement plan consulting (including ERISA 3(21) and 3(38) services), participant account management, and access to estate‑planning tools through a third‑party platform. The firm also offers fee‑based quantitative and technology‑driven investment research and constructs client accounts from one or more of its model portfolios. The firm describes a hybrid investment approach that combines quantitative and fundamental analysis, regularly monitoring and rebalancing client portfolios and, in certain circumstances, engaging in short selling and alternative investments such as non‑traded REITs. For retirement plans and third‑party adviser relationships, Cirrus implements model portfolios on a discretionary basis and performs ongoing performance monitoring and annual portfolio reviews. Compared with many peer team firms, the brochure highlights that Cirrus makes performance results available for its models and research — a practice the firm emphasizes alongside its paid research offerings — while not offering a standalone financial planning service. The firm also notes it does not provide written reports to clients, instead relying on quarterly reviews, custodian statements, and periodic in‑person or telephone account reviews.
To learn more about the advisors currently working at Cirrus Capital 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.
You can also browse Cirrus Capital LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Edmond, OK
| 5
| |
Bloomfield Hills, MI
| 13
| |
Bloomfield Hills, MI
| 10
| |
Edmond, OK
| 2
| |
Bloomfield Hills, MI
| 9
|
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