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.

The firm provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments, across equity and fixed-income strategies. It offers tailored account types—Special Situations, Investment Accounts, and management support for defined-contribution plan menus—and also acts as advisor to a private pooled investment vehicle. Its investment approach combines bottom-up security selection with top-down asset-allocation, with an emphasis on low expenses, diversified exposure, appropriate liquidity, and a long-term orientation rather than high-frequency trading. For the pooled fund the adviser maintains a core long-equity portfolio supplemented by listed equity options intended to mitigate downside risk, generate premium income, and capture option time decay; the fund’s structure also includes a performance-based fee subject to hurdle rates. What distinguishes the firm from many small independent advisers is that it sponsors and advises a private pooled vehicle with a formal general-partner structure and performance-based compensation—arrangements more commonly seen at larger firms. The fund’s use of listed options, an independent third-party administrator, annual audited financial statements, and dual-control transfer procedures are notable operational features that the firm highlights as part of its governance and risk-mitigation framework.

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.