A complete list of active advisors currently associated with Conifer Bay Capital LLC

Warmer can help you find a great advisor at Conifer Bay Capital LLC or one who fits your needs even better.

Conifer Bay Capital LLC provides fee-based portfolio management and financial planning to individuals, high net worth individuals, and charitable organizations. The firm generally charges percentage-of-AUM advisory fees, typically requires a $1,000,000 account minimum that may be waived, and does not sell annuities, insurance, or other commissioned products. The firm offers both discretionary and non-discretionary asset management and customizes strategies using fundamental, technical, and cyclical analysis alongside modern portfolio theory; financial plans are delivered within about thirty days when applicable. Investment programs may include long- and short-term holdings and explicitly contemplate margin trading and option strategies (including covered and uncovered writing); when margin is used, fees are billed on the net asset value after deducting margin loans. Conifer Bay is a small, practitioner-led adviser founded in 2017 that conducts quarterly account reviews and routes custody through an independent custodian relationship. What is distinctive for a supported firm of this size is the explicit use of borrowing in separately managed accounts and the use of derivatives in client strategies, practices that are uncommon among peers and are reflected in its disclosed trading and fee treatment.

To learn more about the advisors currently working at Conifer Bay Capital 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.

You can also browse Conifer Bay Capital LLC's office locations.

Name	Location	Years of experience
Benjamin Armstrong	Winnetka, IL	17
Lindsay Guido	Kildeer, IL	6

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