A complete list of active advisors currently associated with Ideas in Finance
Warmer can help you find a great advisor at Ideas in Finance or one who fits your needs even better.
Ideas in Finance is an independent, single‑advisor registered investment adviser managing roughly $11 million for about 15 clients. The firm provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm’s approach is primarily long‑term but incorporates active market timing and both fundamental and technical analysis, with the advisor constructing portfolios to reflect each client’s goals and risk tolerance. Ideas in Finance primarily employs an option‑selling framework — implemented through simultaneous call‑spread and put‑spread positions — and may also use mutual funds, ETFs, individual securities and cash management as part of portfolio construction. Noteworthy for a firm of its size, Ideas in Finance uses borrowing (margin) and derivative strategies within separately managed accounts, practices that are uncommon among independent solo advisers. The advisor runs concentrated, actively managed portfolios with personalized oversight, may engage unaffiliated investment managers for portions of client assets, and holds an industry certification supporting its investment management focus.
To learn more about the advisors currently working at Ideas in Finance, 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 |
|---|---|---|
Boca Raton, FL
| 27
|
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