A complete list of active advisors currently associated with East West Advisers

Warmer can help you find a great advisor at East West Advisers or one who fits your needs even better.

East West Advisers is a small independent advisory firm that provides discretionary investment supervisory services to individual and institutional clients, offering tailored portfolio management across equity and fixed‑income strategies and account types that include Special Situations, Investment, and Defined‑Contribution Retirement Accounts. The firm manages separately‑managed accounts and also serves as advisor to a private pooled investment vehicle. Portfolios are constructed to match each client’s risk tolerance and objectives, with an emphasis on low expenses, diversified exposure, appropriate liquidity, and a long‑term orientation rather than high turnover. The firm combines bottom‑up security selection with top‑down asset allocation; its Special Situations accounts pursue company‑specific event opportunities, while the pooled fund employs a core long equity sleeve supplemented by listed equity options intended to mitigate downside and generate income. What distinguishes the firm from many peers is its role as sponsor/advisor to a private pooled fund that uses listed equity options and a performance‑based fee component, along with disclosed operational safeguards for that vehicle, including an independent third‑party administrator, annual audited financials, and dual‑control transfer procedures. The brochure also notes controls to limit conflicts of interest: fund subscriptions require separate documentation and investor qualification, and the firm does not use its discretionary authority to place client separately‑managed account assets into the fund.

To learn more about the advisors currently working at East West Advisers, 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.