A complete list of active advisors currently associated with Empiric Institutional
Warmer can help you find a great advisor at Empiric Institutional or one who fits your needs even better.
Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high‑net‑worth individuals, and institutional clients. The firm reports approximately $9.9 million in discretionary assets under management and states a $2,000,000 minimum initial investment per strategy, with advisory fees charged as a percentage of assets under management. The firm follows proprietary, quantitatively driven equity strategies that incorporate fundamental analysis, a QEV (Quality, Efficiency, Valuation) scoring process, and a qualitative overlay; portfolios are typically concentrated and managed with long expected holding periods (generally 7–10 years). Clients can impose investment restrictions and the firm describes a combined screening/optimization process supported by research, soft‑dollar arrangements, and execution practices that include ECNs, dark pools, and a recommended custodian relationship. Empiric Institutional is affiliated with a related SEC‑registered adviser that manages a mutual fund and with a broker‑dealer owned by that affiliate, and the brochure discloses shared office space and personnel as well as referral arrangements that can result in clients paying fees to both advisers; the firm states it does not execute client transactions through or custody assets with the affiliated broker‑dealer to mitigate conflicts. The firm also describes integrating strategies acquired from a predecessor manager that continue to be managed by the same portfolio team — a combination of affiliate relationships and continuation of predecessor strategies that is less common among similar supported firms.
To learn more about the advisors currently working at Empiric Institutional, 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 |
|---|---|---|
Austin, TX
| 18
|
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