A complete list of active advisors currently associated with Filon Capital

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

Filon Capital provides discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, pooled investment vehicles, and pension and profit‑sharing plans. The firm prepares an investment policy statement for each client, monitors portfolios regularly, and may be granted trading authority to implement investment decisions on clients’ behalf. The firm applies modern portfolio theory and quantitative analysis and concentrates its recommendations on futures while also advising on equities, fixed income, ETFs and commodities. Filon employs active techniques including short‑term trading, short sales, margin and options, and delivers regular account reporting through the client’s custodian. Filon’s practice is notable among peers for accepting performance‑based fee arrangements with a high‑water mark and for managing pooled investment vehicles, both of which are relatively uncommon for firms in this cohort and create distinct incentive and allocation considerations. The firm requires use of a specified custodian (Interactive Brokers) and documents policies intended to address conflicts from side‑by‑side management and personal trading.

To learn more about the advisors currently working at Filon Capital, 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.