A complete list of active advisors currently associated with Halcyon Global Advisors

Warmer can help you find a great advisor at Halcyon Global Advisors or one who fits your needs even better.

Halcyon Global Advisors provides discretionary asset management and project-based financial planning and consulting to individuals, high-net-worth individuals, corporations, and other business entities. Its portfolio services cover custodial accounts invested in stocks, bonds, mutual funds, ETFs, REITs, and options, with client-specific Investment Policy Statements guiding implementation. The firm’s investment process combines fundamental and quantitative analysis with modern portfolio theory and a generally long-term strategy, and accounts are reviewed at least annually. Accounts are typically managed on a discretionary basis, and Halcyon may enter into negotiated performance-based fee arrangements for qualified clients. Halcyon is an uncommon sponsor of a wrap-fee program and, according to its brochure, offers only wrap programs to clients, which bundles management, transaction costs, and fund expenses into a single program. The firm also notes it may pay estate-planning or tax-preparation services on a case-by-case basis, participates in Schwab Advisor Services for custody and institutional support, and does not vote client proxies (clients retain responsibility for proxy voting).

To learn more about the advisors currently working at Halcyon Global Advisors, 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.