A complete list of active advisors currently associated with Hemispheres Investment Management
Warmer can help you find a great advisor at Hemispheres Investment Management or one who fits your needs even better.
Hemispheres Investment Management provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households, and offers tailored equity, fixed income, balanced and specified asset-class portfolios. The firm manages client accounts on a discretionary basis, requires clients to custody assets at Charles Schwab, and generally applies a negotiable $100,000 account minimum and household aggregation where appropriate. The firm follows a value-oriented, fundamentally driven investment process that seeks undervalued securities and asset classes with a long-term holding intent, using financial ratios and global fundamental analysis to assess risk/reward. Investment instruments employed include global equities (including emerging markets and OTC issues), corporate and government debt (investment and below-investment grade), ETFs, preferreds, convertibles, and options strategies such as covered call-writing; the firm may also utilize margin in client accounts. Compared with many peers, Hemispheres notably uses derivatives strategies (options) within separately managed accounts to reduce risk, generate income and address tax considerations, a practice that is relatively uncommon among similarly sized supported firms. The firm’s investment team brings multi-decade experience in emerging markets and fixed-income investing, and the small advisory roster with a concentrated client base supports frequent account reviews and individualized portfolio constraints.
To learn more about the advisors currently working at Hemispheres Investment Management, 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.
You can also browse Hemispheres Investment Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
San Marcos, CA
| 16
| |
Colorado Springs, CO
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)