A complete list of active advisors currently associated with Finec Asset Management

Warmer can help you find a great advisor at Finec Asset Management or one who fits your needs even better.

Finec Asset Management is an SEC‑registered investment adviser that provides discretionary and non‑discretionary asset management, research, and financial advisory services to individuals, high‑net‑worth clients, trusts, corporations and other entities. The firm manages roughly $157 million across about 128 client relationships and delivers customized separately managed accounts as well as tailored non‑discretionary recommendations. The firm employs a mix of fundamental, technical and cyclical analysis supported by third‑party macro research to construct portfolios across equities, fixed income, options, REITs, derivatives and alternative investments with an emphasis on capital preservation and appreciation. Portfolios are implemented through customized discretionary mandates or client‑approved non‑discretionary advice and may incorporate client‑imposed restrictions or targets. Compared with many peers, Finec reports a significant non‑U.S. client base and maintains affiliated foreign advisory entities and cross‑border regulatory arrangements that shape its client servicing and product access. The firm also uses performance‑based fees on a limited basis for qualified clients, applying a high‑watermark methodology and restricting such fees to a small portion of client assets, a practice that is uncommon among similar team firms.

To learn more about the advisors currently working at Finec Asset Management, 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.