A complete list of active advisors currently associated with Greyfox Investors LLC

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

GreyFox Investors LLC provides discretionary portfolio management and asset-allocation services focused on U.S. equities for individual clients and certain qualified entities, with a client roster that is small and concentrated (roughly $1.6 million in AUM across a limited number of accounts). The firm generally bills on a percentage-of-AUM basis and reports working primarily with non-high-net-worth individual clients rather than a typical HNW clientele. The firm’s investment process combines a quantitative, factor-driven relative-value model with sector-by-sector stock selection and fundamental research, using optimization and multi-factor risk models to construct sector-neutral, fully invested, medium-to-long-term equity portfolios. Strategies are long-only (the firm has discontinued short-equity approaches), and GreyFox also offers, where negotiated for qualified clients, a tailored speculative approach that includes a performance-based fee component. Distinctive features include the availability of performance-based fees — an uncommon practice among firms in this category — and an atypical client mix that does not emphasize high-net-worth households. Together with its small scale and negotiable fee arrangements, these elements suggest a boutique adviser model that can customize fee structures and selectivity of strategies for individual client circumstances.

To learn more about the advisors currently working at Greyfox Investors 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.