A complete list of active advisors currently associated with gnrfunds LLC

Warmer can help you find a great advisor at gnrfunds LLC or one who fits your needs even better.

The firm is a small independent registered investment adviser that serves individual investors (including high-net-worth individuals) and small businesses with ongoing portfolio management and retirement-plan/rollover advice. It manages client accounts on a discretionary basis and does not provide standalone financial planning or wrapped fee programs. The investment approach is grounded in fundamental analysis and concentrated portfolios of roughly five to twenty-five high-quality companies, with active management intended to pursue capital appreciation while addressing downside risk. The firm also uses long/short strategies and may employ ETFs, options, and other derivatives to hedge positions and manage exposure. Noteworthy differences from many peers include the availability of a performance-based fee option for qualified clients alongside traditional asset-based billing, a relatively uncommon compensation model among independent advisers. The firm operates as a solo practitioner with modest assets under management and a limited client roster, and the sole adviser discloses other non-investment business and employment activities in the brochure.

To learn more about the advisors currently working at gnrfunds 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.