A complete list of active advisors currently associated with Coronado Investment Advisors, LLC

Warmer can help you find a great advisor at Coronado Investment Advisors, LLC or one who fits your needs even better.

Coronado Investment Advisors provides discretionary portfolio management and related advisory services to a range of clients including individuals, families, trusts, corporations, endowments and government entities. The firm offers both customized wealth management and lower-activity model portfolios, and does not custody client assets but manages them through client-designated custodians under a limited power of attorney. The firm follows an adaptive, active approach that uses long-term expected return assumptions as a baseline and adjusts tactical activity when shorter-term opportunities or risks appear. Investment decisions draw on fundamental, technical and probabilistic/statistical methods (including Bayesian inference), and portfolios are implemented primarily with individual stocks, bonds and ETFs rather than mutual funds. Compared with many peers of similar size, the firm’s lineup is unusually broad: it manages bespoke composite solutions to avoid position replication, operates both low-activity model portfolios and a separate highly aggressive global macro regime that can employ leveraged and inverse instruments, and expressly allows large tactical equity variances (including reducing equity exposure to zero). Firm principals bring multiple advanced industry credentials and experience in academic and military financial counseling, and the firm reports no account minimums for prospective clients.

To learn more about the advisors currently working at Coronado Investment Advisors, 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.