A complete list of active advisors currently associated with GA Pincus Funds, LLC

Warmer can help you find a great advisor at GA Pincus Funds, LLC or one who fits your needs even better.

GA Pincus Funds, LLC provides investment advisory services to individuals (including high-net-worth clients) and to entities such as corporations, trusts, employee benefit plans, and charities. The firm offers both discretionary and non-discretionary portfolio management focused on ETF-based strategies and does not participate in wrap-fee programs. The adviser implements a proprietary ETF diversification strategy that combines strategic asset allocation with tactical asset-allocation tilts, selecting ETFs based on tracking quality and cost and rebalancing via a proprietary algorithm loosely based on the 5/25 rebalancing rule. Portfolios are continuously monitored through the firm’s software, and the firm states it will manage taxable accounts with attention to tax efficiency where possible. Notable distinctions include leadership with specialist ETF industry and ETF-technology experience and the firm’s ownership of related businesses such as an ETF-focused technology firm and a financial due diligence practice, maintained on a limited part-time basis. The firm also maintains a referral/partnership arrangement with another advisory firm under which that partner retains client relationships, and it forgoes aggregation of block orders by submitting trades simultaneously through its custodian’s APIs to provide consistent execution pricing.

To learn more about the advisors currently working at GA Pincus Funds, 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.