A complete list of active advisors currently associated with Fresh Bread Investments, LLC

Warmer can help you find a great advisor at Fresh Bread Investments, LLC or one who fits your needs even better.

Fresh Bread Investments provides ongoing asset management, investment advisement and written financial planning to individual investors and to organizations and corporations. Asset management is offered only through the firm’s wrap-fee program, while advisement and modular or full written plans are available on an hourly or asset-based basis. The firm follows a value-oriented, predominantly long-only approach that combines fundamental and cyclical analysis with tactical asset-allocation flexibility. Its disclosures note accommodation of special situations—such as low-basis stock, stock options and legacy holdings—and include discussion of options-related risks, indicating the firm may employ derivatives or option strategies as part of portfolio management. Fresh Bread’s model of offering asset management exclusively via a wrap-fee program and its requirement that clients custody assets at Interactive Brokers distinguish it from many peers; the brochure explains that transaction ticket fees are included in the advisory fee and highlights access to Interactive Brokers’ institutional trading, research and operational services. The inclusion of organizations/corporations among its client types and the explicit discussion of options and special-account arrangements are less common for independent advisers and suggest prospective clients should review custodial and strategy details carefully.

To learn more about the advisors currently working at Fresh Bread Investments, 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.