A complete list of active advisors currently associated with Incline Capital Management, LLC
Warmer can help you find a great advisor at Incline Capital Management, LLC or one who fits your needs even better.
Incline Capital Management, LLC provides discretionary portfolio management for individuals, trusts, and retirement accounts, managing separately managed accounts that can include equities, mutual funds, ETFs, cash and a range of fixed‑income securities. The firm is a solo‑managed adviser with about $15.7 million in assets under management across a very small client base (12 client accounts). Portfolios are tailored to each client’s needs using analysis of economic, bond and stock market conditions, industry and company fundamentals, and risk assessment; clients may impose restrictions on holdings. The adviser executes trades under discretionary authority, monitors accounts daily, and performs periodic reviews several times per month. Noteworthy aspects include a single, long‑tenured owner who holds the CFA designation and who gives client transactions priority over any personal trading to address potential conflicts of interest. The firm relies on Charles Schwab for custody and on Schwab’s software trading platform to manage client accounts, does not take custody of client assets itself, and has discontinued prior one‑time consulting and options trading services.
To learn more about the advisors currently working at Incline Capital Management, 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 |
|---|---|---|
Fort Collins, CO
| 21
|
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