A complete list of active advisors currently associated with Golden Lake LLC

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

Golden Lake provides investment management and consulting services primarily to individual clients, offering both discretionary and non‑discretionary portfolio management. Its programs include Navigation, an index‑driven ETF portfolio designed to hold 80%–100% ETFs, and Creek, a customizable portfolio program, along with standalone consulting engagements and fixed‑income consulting schedules. The firm uses a top‑down, market‑cycle approach that combines macroeconomic review, market timing, sector and industry tactical overlays, and quantitative technical analysis; leveraged and inverse ETFs and option strategies are available for tactical or extreme‑market scenarios and are used selectively. Risk controls described in the brochure include trimming or adding positions, hedging with inverse products, reversals or liquidation at major trend changes, and construction of offsetting asset classes. The ADV discloses multiple fee arrangements that are atypical for small independent advisers, including performance‑based fee options (three structures tied to gross returns with a stated $1,000,000 minimum), prepaid quarterly flat fees with annual performance settlements, and a consulting fee schedule by fixed‑income duration. The brochure also notes that the Navigation program can operate as a wrap‑fee arrangement and specifies custodial arrangements and the firm’s lack of broker‑dealer affiliation.

To learn more about the advisors currently working at Golden Lake 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.