A complete list of active advisors currently associated with Halcyon Investment Advisor

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

Halcyon Investment Advisor provides fee-only investment advisory and financial planning services to individuals, families, trusts, pension and profit-sharing plans, and other entities, and also offers tailored family office services for qualifying high-net-worth families. The firm manages client portfolios on both discretionary and non-discretionary bases and typically establishes an Investment Policy Statement at the outset of a relationship. The firm’s investment process combines fundamental, cyclical, and quantitative analysis and emphasizes diversified, global asset allocation and multi-dimensional risk management, with continuous monitoring and at least quarterly formal reviews. Strategies may include long- and short-term positions, derivatives, and alternative investments, and the firm documents client risk tolerances and liquidity needs as part of portfolio construction. Halcyon is distinctive in its explicit international orientation and fee arrangements: the brochure discloses that performance‑based fee arrangements may be negotiated for non‑U.S. and qualified clients, and describes procedural safeguards (e.g., order aggregation and high‑water mark treatment) to address potential conflicts. The firm’s affiliation with Alpha Helix Asset Management (a Taiwan‑based research and consulting entity), its provision of educational seminars/workshops, and its in‑house family office coordination and governance services are additional features that set it apart from many peers.

To learn more about the advisors currently working at Halcyon Investment Advisor, 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.