A complete list of active advisors currently associated with Clym LLC
Warmer can help you find a great advisor at Clym LLC or one who fits your needs even better.
The firm provides integrated financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and—on a limited basis—institutional clients. It operates as a fee‑only fiduciary and manages roughly $3.2 million in client assets, delivering periodic reviews and implementation support while client assets are maintained with qualified custodians. Portfolios are developed from a financial‑planning process that aligns asset allocation and investment policy with each client’s goals, time horizon, and risk tolerance, and are implemented using institutional‑class mutual funds, ETFs, and, when appropriate, individual securities or private investments. The firm emphasizes diversification and core‑and‑satellite construction, rebalancing as needed, and employs both fundamental and technical analysis in ongoing portfolio management. Compared with many independent peers, the firm is distinctive for offering portfolio management to institutional clients despite a small overall practice and for providing educational workshops that are generally educational in nature, often pro bono, and sometimes paid for by a sponsor such as an employer or association. The firm also routinely coordinates with clients’ other professionals for implementation and maintains a strict no‑commission, fee‑only compensation model with the ability to adjust minimums based on client circumstances.
To learn more about the advisors currently working at Clym 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 |
|---|---|---|
Marina, CA
| 4
|
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