A complete list of active advisors currently associated with FireHorse Strategic Investing, LLC

Warmer can help you find a great advisor at FireHorse Strategic Investing, LLC or one who fits your needs even better.

FireHorse Strategic Investing, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth individuals, overseeing roughly $55 million across about 63 client accounts. The firm prepares Investment Policy Statements and advises across fixed income, equities, ETFs (including precious metal ETFs), Treasury inflation-protected securities and non-U.S. securities; it recently increased its account minimum to $1,000,000, which it states may be waived. The firm combines charting, cyclical, fundamental and technical analysis and implements a range of strategies that include short-term trading, margin transactions and options (covered, uncovered and spread strategies), generally using discretionary trading authority. Accounts are reviewed at least quarterly and the adviser states policies intended to allocate limited investment opportunities and transactions fairly among clients. Distinctive features compared with many peers include a firm requirement that clients custody assets with Interactive Brokers and the adviser’s use of margin, options and short-term trading in managed accounts, which introduce higher leverage and execution considerations. The brochure also discloses an atypical pairing of the raised $1,000,000 account minimum with a separate “Let’s get started” fee-waiver program for very small balances, and notes the firm will not accept proxy-voting authority for client securities.

To learn more about the advisors currently working at FireHorse Strategic Investing, 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.