A complete list of active advisors currently associated with Fern Impact Advisors, LLC
Warmer can help you find a great advisor at Fern Impact Advisors, LLC or one who fits your needs even better.
FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, and provides separately managed accounts tailored to clients’ objectives. The firm also recommends and may place clients into other investment vehicles, including private equity vehicles and pooled products, when appropriate. FERN’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis and firm-wide risk controls to implement strategic and tactical allocations. Portfolios may employ derivatives and option strategies, and the firm provides ongoing reporting to clients, including monthly performance statements and written financial plans. Distinctively, FERN is affiliated with and acts alongside a private long/short ESG investment fund, operating as an investment manager and sponsor and receiving fund-based management and incentive allocations, which can create conflicts of interest the firm discloses and mitigates through policies. The adviser also deals in a range of less-common products for firms of its size — hedge fund interests, managed futures, non-exchange real estate interests and other private offerings — while serving primarily non‑high‑net‑worth individual clients.
To learn more about the advisors currently working at Fern Impact Advisors, 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 |
|---|---|---|
Duluth, GA
| 13
| |
Duluth, GA
| 8
|
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