A complete list of active advisors currently associated with Hunter VIP Investments, LLC
Warmer can help you find a great advisor at Hunter VIP Investments, LLC or one who fits your needs even better.
Hunter VIP Investments, LLC is a state‑registered investment adviser that provides discretionary investment management and oversight primarily for pooled and institutional mandates, while its Form ADV also describes the capacity to advise individual and high‑net‑worth accounts. The firm serves as a fiduciary and delivers portfolio construction, ongoing supervision, and client reporting. The firm typically builds diversified, generally long‑term portfolios using low‑cost mutual funds and ETFs and may supplement allocations with individual stocks, bonds, options, or CDs as appropriate to client objectives. For implementation, Hunter VIP often recommends and monitors unaffiliated independent managers, conducting initial and ongoing due diligence and allocating portions of client mandates to those managers without receiving direct compensation from them. Noteworthy aspects include the explicit, documented practice of selecting other advisers for portions of client mandates — a practice that is relatively uncommon among peers — and an institutional relationship with a qualified custodian that provides software and operational support to the adviser. The firm is newly formed, limits custody to authorized fee deduction only, and maintains written compliance controls including a Code of Ethics and disclosure of potential conflicts.
To learn more about the advisors currently working at Hunter VIP Investments, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fallbrook, CA
| 0
|
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