A complete list of active advisors currently associated with Eclipse Asset Management LLC

Warmer can help you find a great advisor at Eclipse Asset Management LLC or one who fits your needs even better.

Eclipse Asset Management LLC advises individual clients through separately managed accounts, offering analysis of financial objectives and risk constraints and designing and implementing individually tailored portfolios; clients may impose limits on types of securities. The firm, founded in 2006, reports about $8.19 million in discretionary assets across eight accounts. Investment decisions are driven by fundamental analysis of company-specific, industry and macroeconomic factors, with allocations that can include common and preferred stock, ETFs, certain mutual funds, and U.S. Treasury securities. The firm also uses option strategies—specifically covered calls and naked short puts—to hedge positions and generate income, and notes that active options trading can materially increase brokerage costs. Noteworthy features include no stated account minimum, a policy of not taking custody of client assets, and the firm’s decision not to vote client proxies (custodians forward proxy materials to clients). Other distinguishing items in the brochure are the firm’s explicit procedures to prevent personal trading ahead of client orders, its lack of soft-dollar arrangements or referral compensation, and the relatively small number of accounts and assets under management compared with many peers.

To learn more about the advisors currently working at Eclipse Asset Management 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.