A complete list of active advisors currently associated with Fish Creek Value Management, LLC

Warmer can help you find a great advisor at Fish Creek Value Management, LLC or one who fits your needs even better.

Fish Creek Value Management is a small, independent registered investment adviser that provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, small corporations, non-profit organizations, trusts, and estates. The firm is also licensed to sell life and health insurance products and may recommend those products in addition to investment services. The firm follows a long-value, equity-focused investment approach that combines fundamental and technical analysis to identify quality businesses trading below intrinsic value, with an emphasis on risk control to avoid permanent capital impairment. Portfolios tend to be concentrated rather than broadly diversified, and the adviser may employ options and other derivatives in separately managed accounts to enhance returns or reduce cost basis. Notable distinctions for a firm of this size include offering a performance-based fee arrangement for qualified clients and serving corporate/business clients in addition to individuals, both of which are relatively uncommon among peers. With roughly $10.7 million in assets under management and about 46 clients, the firm’s single-adviser structure supports tailored portfolios, and its ability to sell insurance products represents an additional revenue stream and potential conflict of interest that clients should consider.

To learn more about the advisors currently working at Fish Creek 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.