A complete list of active advisors currently associated with Glacier Point Advisors, LLC

Warmer can help you find a great advisor at Glacier Point Advisors, LLC or one who fits your needs even better.

Glacier Point Advisors provides discretionary portfolio management through separately managed accounts to individuals and families as well as a range of institutional and nonprofit clients, including corporations, trusts, charitable foundations, and pension or profit-sharing plans. The firm works with a small client base (roughly 20 accounts) in direct advisory relationships typical of a single-advisor practice. The firm employs fundamental, technical and cyclical analysis to implement client-specific strategies that span conservative income, income with growth, growth with income, aggressive growth and speculation. Depending on client objectives and risk tolerance, strategies may include long and short equity positions, options (including hedging and spread strategies), use of margin, and ETFs — including leveraged, inverse and cryptocurrency ETFs. Notable for a firm of its size, Glacier Point explicitly offers speculative and hedging techniques and is willing to manage institutional-type accounts, reflecting the principal’s prior trading and commodities-advisory experience. The firm also provides an adviser-paid transaction-fee option (which the brochure discloses can create potential conflicts of interest), does not take custody of client assets, and does not vote client proxies.

To learn more about the advisors currently working at Glacier Point Advisors, 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.