A complete list of active advisors currently associated with Highbrook Capital Partners

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

Highbrook Capital Partners provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate entities, offering ongoing discretionary portfolio management, pension consulting, and broad financial planning. The firm prepares Investment Policy Statements or client data sheets for each relationship and conducts regular portfolio monitoring tied to clients’ stated objectives and risk tolerances. The firm’s investment process blends fundamental, quantitative, technical and charting analysis and typically constructs portfolios through discretionary authority to implement strategy and asset allocation. Highbrook uses a broad toolkit — including options and other derivatives, short sales, margin/borrowing, structured products, commodities and private placements — and implements strategies through separately managed account structures and institutional custodial relationships. Noteworthy aspects of the firm include its recent formation and rapid growth to roughly $509 million in regulatory assets under management and a firm policy that clients custody assets at Interactive Brokers or Charles Schwab, reflecting its use of institutional platforms and SMA arrangements. The brochure also discloses the firm’s occasional use of vendor‑supported educational meetings and client workshops and that some associated persons hold insurance licenses and may on occasion effect insurance transactions, conflicts the firm addresses through disclosure and internal procedures.

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