A complete list of active advisors currently associated with CIRRUS CAPITAL MANAGEMENT, LLC
Warmer can help you find a great advisor at CIRRUS CAPITAL MANAGEMENT, LLC or one who fits your needs even better.
Cirrus Capital Management provides discretionary investment management to individual client accounts, including individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages portfolios of equities, options and exchange-traded funds and offers basic financial planning services to clients on an incidental, no‑charge basis. Investment decisions are made using a multi‑strategy, top‑down approach that combines fundamental, technical, cyclical and sentiment analysis, with typical holding periods measured in days to months. Client accounts are allocated among defined portfolio groups that vary by account size, type and risk tolerance; the Longbow group is the only portfolio that routinely uses margin and permits short selling, while options are used across portfolios for hedging and directional positions. Cirrus provides customized quarterly performance reports to clients and makes firm information available via its website and ADV filings, reflecting an explicit use of performance reporting that is uncommon among peers. A member of the firm is licensed in Florida to sell life insurance and fixed annuities and may offer those products to clients when deemed suitable, though insurance activity is limited and not actively pursued.
To learn more about the advisors currently working at CIRRUS CAPITAL MANAGEMENT, 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.
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