A complete list of active advisors currently associated with Expected Value Management LLC

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Expected Value Management provides investment management to both pooled investment funds and single-investor managed accounts and also offers risk-management software and consulting for family offices and corporate treasurers. The firm serves individuals, trusts, investment companies and corporate treasury clients and operates distinct Opportunity Funds and Treasury Funds alongside separately managed accounts. The firm’s investment approach centers on unified risk measurement and frequent portfolio analysis, using historical price and volatility data, macro and policy inputs, and models that generate trade instructions across cash and derivatives markets. Portfolios are described as outcome-oriented and the firm reports a meaningful split between discretionary and non-discretionary assets—approximately $14 million discretionary and $27 million non-discretionary as of the latest filing. Several features distinguish the firm from many solo independent advisers: it manages pooled vehicles with performance-based compensation arrangements and offers subscription and hourly-fee services for advisory and research products. The managing principal’s background in structuring and trading foreign-exchange and rates products and in advising corporate treasuries underpins the firm’s focus on sovereign and fixed-income opportunities and on providing analytics and automation to institutional-style clients.

To learn more about the advisors currently working at Expected Value 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.