A complete list of active advisors currently associated with Eisenhiler Capital LLC

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

The firm provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses, and advises across equities, fixed income, ETFs, real estate vehicles and other investments. Advice is tailored to each client’s objectives and includes retirement rollover guidance and ongoing monitoring consistent with standard independent advisory practices. Investment decisions are implemented on a discretionary basis and the firm uses a mix of fundamental analysis and modern portfolio theory, employing both long- and short-term strategies and, when appropriate, options and margin transactions. Accounts are custodied through a single broker-dealer platform and the firm conducts periodic reviews of client accounts at least annually. Distinctive features include managing roughly 230 client relationships while overseeing about $43 million in assets, which results in an unusually high client count per advisory team compared with peers. The firm also offers educational seminars and workshops to groups on request and combines that outreach with one-on-one advisory services, a combination that is uncommon among similar independent advisers.

To learn more about the advisors currently working at Eisenhiler 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.

Name
Location
Years of experience
Jan Hilfer profile photo Jan Hilfer
Lincoln, RI
12
Warmer team member

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