A complete list of active advisors currently associated with Greiber Capital Management

Warmer can help you find a great advisor at Greiber Capital Management or one who fits your needs even better.

The firm provides portfolio management for individual clients and may also work with institutional, accredited and other qualified investors, with a focus on retirement assets, asset distribution and short-term money management. It invests in public secondary-market instruments — including public equity, public debt, ETFs, index funds, mutual funds and exchange-traded derivatives — and currently reports $131,700 in assets under management for a single client. The adviser uses a bottom-up value investing process that combines qualitative analysis of business economics and durable competitive advantages with adjusted financial-statement analysis. Portfolios are customized with client input and can include long and short exposures as well as derivatives and leverage to adjust overall exposure, while the firm does not hold investment discretion under current agreements. Distinctive features for a firm of this scale include a requirement that clients execute through a single broker-dealer (Interactive Brokers) and an explicit policy not to aggregate trades across accounts, as well as offering commission-based life insurance products through independent carriers. The principal has been in investment management since 2007 and holds graduate finance degrees, and the brochure also discloses outside employment of seven hours per week.

To learn more about the advisors currently working at Greiber Capital Management, 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.