A complete list of active advisors currently associated with Fortyone Asset Management, LLC

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

FortyOne Asset Management provides discretionary investment management through separately managed accounts for individuals (including high-net-worth clients), trusts, IRAs and retirement plans, charitable organizations, family offices, corporations, and other institutional clients. The firm does not offer financial planning, tax, legal, accounting, or insurance advice and delivers services under written advisory agreements with custodians holding client assets. Its core investment approach is a concentrated U.S. equity strategy that generally holds approximately 25 to 35 companies, while also offering broader liquid portfolios that can include fixed-income securities, ETFs, international securities, and listed options used for hedging or risk management. Research and portfolio decisions draw on fundamental, technical, valuation, trend, and relative-strength analysis, and accounts are managed on a discretionary basis subject to client-imposed restrictions. Compared with many small independent advisers, FortyOne’s client base explicitly includes institutional entities such as family offices, charitable organizations, corporations, and ERISA-covered retirement plans, a less common focus for firms of this size; the brochure also discloses key-person risk and a business continuity plan. The firm states it does not receive commissions or transaction-based compensation, has not charged performance-based fees, and filed its initial Form ADV with no regulatory assets under management as of the filing date.

To learn more about the advisors currently working at Fortyone Asset 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.