A complete list of active advisors currently associated with Emerald Waves Investments, LLC

Warmer can help you find a great advisor at Emerald Waves Investments, LLC or one who fits your needs even better.

Emerald Waves Investments, LLC provides fee-based investment advisory and portfolio management services to individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and corporate entities. As a solo independent registered firm, it manages approximately $4.16 million in discretionary assets for sixteen client relationships and integrates financial planning into its advisory services without providing a separate written plan. The firm follows a tactical allocation philosophy and implements a long/short "RC Strategy" that requires active trading to maintain target allocations, using fundamental, technical and cyclical analysis. It invests across a broad set of instruments — including exchange‑listed and over‑the‑counter equities, foreign securities, corporate and municipal debt, mutual funds, government securities and options — and may employ cash positions, sector stock selections, and rebalancing to manage risk. Distinctive features include the firm’s provision of portfolio management to institutional clients despite its small, single‑adviser structure — a practice that is uncommon among independent advisers. Emerald Waves operates on a discretionary basis, does not accept custody of client assets except for authorized fee deductions, and describes specific execution, order aggregation and ethical practices in its brochure.

To learn more about the advisors currently working at Emerald Waves Investments, 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.