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

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

Fivenca Asset Management provides both discretionary and non‑discretionary portfolio management to individuals — including high‑net‑worth clients — and to a range of institutional clients such as pooled investment vehicles, corporations, insurance companies, and other investment advisers. The firm documents client objectives in an Investment Policy Statement and implements model strategies that focus on asset allocation, security selection, and ongoing monitoring. The firm offers a spectrum of strategies from conservative, U.S. dollar‑denominated investment‑grade bond allocations to balanced, ETF‑based, aggressive and alternative strategies that may use leveraged/inverse ETFs, derivatives and margin (the aggressive strategy permits margin up to 40%); Fivenca may also move to full cash in volatile markets. Fivenca uses charting, fundamental and technical analysis, conducts at least quarterly account reviews, and employs third‑party management through a discretionary program that leverages UCAP Asset Management LLC and custodial/execution relationships with firms such as UCAP Securities, EMFI Securities Limited, and Interactive Brokers. What is uncommon for a firm of its size is Fivenca’s international orientation and use of offshore market exposures and introducer/custodian relationships, as well as its formal program arrangement with a third‑party manager. Management also conducts other financial services activities — including consulting and financial education through affiliated entities such as Fintelhub and EFC Group and advisory work with International Compliance Solutions — and the firm offers concierge coordination among clients’ other professional advisors and uses solicitor/referral agreements for client introductions.

To learn more about the advisors currently working at Fivenca 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.