A complete list of active advisors currently associated with Guard Hill Advisors LLC

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Guard Hill Advisors provides discretionary investment management to individuals, high‑net‑worth clients, corporations, charitable organizations and trusts, managing accounts on an individualized basis and generally requiring a $500,000 account minimum. Portfolios are implemented across equities, corporate bonds, closed‑end credit funds, REITs and money market funds, with limited use of equity options for hedging or income generation. The firm emphasizes current income and tax efficiency, pursuing low‑turnover portfolios built from fundamental analysis (including free cash flow and sector review) and a defined sell discipline for deteriorating fundamentals, overvaluation, or governance concerns. Targeted portfolios are concentrated (typically 25–35 positions, primary focus on market capitalizations above $3 billion) with explicit position size limits to manage concentration risk. What distinguishes the firm is the principal’s background in leveraged finance at large banks, which underpins an active use of credit instruments and closed‑end credit funds and a credit‑focused approach to fixed income selection. The firm manages roughly $81 million across a small client base and uses institutional custody and trading relationships to access services not typically available to retail investors; the principal also discloses that most personal assets are invested in the same strategies, with policies intended to address potential conflicts.

To learn more about the advisors currently working at Guard Hill 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.