A complete list of active advisors currently associated with Cois Dara Investing

Warmer can help you find a great advisor at Cois Dara Investing or one who fits your needs even better.

Cois Dara Investing provides ongoing portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and seeking discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring. The firm primarily recommends equities and may also use mutual funds, ETFs (including precious‑metals ETFs), commodities, non‑U.S. securities, and venture capital funds to diversify client portfolios. The firm’s investment approach combines charting, fundamental, quantitative, technical analysis and modern portfolio theory, and it generally implements a long‑term trading strategy while documenting client risk tolerance in the IPS. Cois Dara states it operates under fiduciary standards and seeks fair and equitable allocation of investment opportunities among its clients. Unusually for a firm of this profile, Cois Dara offers individualized portfolio management while not acting as a private fund adviser and without selecting third‑party managers on clients’ behalf. Operationally the firm requires clients to custody assets at a specified broker‑dealer (Interactive Brokers), does not aggregate block trades across client accounts, and may offer performance‑based fee arrangements for qualified clients subject to high‑water‑mark and hurdle provisions.

To learn more about the advisors currently working at Cois Dara Investing, 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.