A complete list of active advisors currently associated with Clovis Wealth Partners, LLC
Warmer can help you find a great advisor at Clovis Wealth Partners, LLC or one who fits your needs even better.
Clovis Wealth Partners, LLC is a registered investment adviser that offers portfolio management and bespoke strategies to qualified, high-net-worth clients and institutional or pooled-vehicle mandates. The firm’s services encompass portfolios of individual stocks and bonds, ETFs, options, mutual funds and private securities, and it reported no discretionary assets under management as of the brochure date. The firm emphasizes quantitative analysis and active management, using mathematical and statistical models alongside continuous position risk modeling and scenario analysis. It offers an advanced options program called the Synthetic Dragon Strategy that uses SPX options, portfolio margin and built‑in hedges to seek income while managing downside crash risk; the firm also employs margin and may trade frequently as part of its approach. Noteworthy differences from many peers include a disclosed affiliation with a real estate brokerage—its owner is a licensed real estate broker and may recommend brokerage services—which the firm identifies as a potential conflict of interest and says it mitigates through policies and client choice. The firm also operates public-facing educational activities and other non‑advisory business interests and uses performance‑based fee arrangements for qualified clients, with written allocation and trade‑review procedures intended to address related incentive conflicts.
To learn more about the advisors currently working at Clovis Wealth Partners, 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 |
|---|---|---|
Clovis, CA
| 3
|
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