A complete list of active advisors currently associated with Concentrated Risk Solutions Inc.

Warmer can help you find a great advisor at Concentrated Risk Solutions Inc. or one who fits your needs even better.

Concentrated Risk Solutions is a small, state‑registered advisory firm that serves other registered investment advisers by soliciting and referring unaffiliated third‑party advisers and their separately managed account (SMA) strategies to advisory platforms. The firm does not manage client assets, does not offer tailored portfolio management, and does not serve individual retail clients. The firm’s work emphasizes introducing and assisting third‑party advisers in establishing relationships with advisory platforms: it presents investment philosophies and the features and benefits of the third‑party “Optima” SMA strategies, coordinates and attends meetings, and disseminates materials and updates as requested. Rather than directly managing accounts, the firm is compensated by a portion of the third‑party adviser’s management fee for clients it helps refer. Noteworthy aspects compared with peers include its very small scale (two advisers and two reported clients across two offices) and the disclosure that an owner is a licensed insurance agent appointed with insurance companies, a relationship the brochure identifies as a potential conflict despite no current insurance sales through the firm. The firm also departs from common practices for supported firms by not charging percentage‑of‑assets fees, not taking custody, and focusing exclusively on solicitor/referral services rather than providing individual or high‑net‑worth portfolio management.

To learn more about the advisors currently working at Concentrated Risk Solutions Inc., 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.