A complete list of active advisors currently associated with Guernica Capital

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

Guernica Capital is a solo independent investment adviser that manages about $17.7 million on behalf of roughly 39 clients. The firm provides fee-only, discretionary and non-discretionary portfolio management and personalized investment advice primarily for individuals, high-net-worth clients and charitable organizations. The firm acts as a fiduciary and seeks to tailor allocations to each client’s objectives, primarily using ETFs, mutual funds, individual equities and fixed income. Its process combines fundamental, technical and cyclical analysis, favors long-term purchases while allowing limited trading and offers asset-allocation models (Income, Conservative, Moderate, Aggressive) designed to align with Rule 3a-4 requirements. A distinctive feature is that the firm’s principal concurrently serves full time in a managerial investment role at a state endowment investment board, with responsibilities that have included oversight of a land‑grant endowment and reserves for a state insurance fund; that institutional experience and prior roles in portfolio management and finance inform the adviser’s work. The combination of a small, solo practice with active institutional‑investment experience and service to charitable organizations differentiates the firm from many independent advisers.

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