Incline Investment Advisors, LLC

Todd Hurlbut is a financial advisor with Incline Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has held investment roles at Newarc Investments, Inc., Incline Investment Management, and Portsmouth Financial. Hurlbut serves as Chief Investment Officer and Portfolio Manager at Incline Investment Management, where he runs a program that generates trade orders based on end-of-day market data. Incline Investment Advisors is a registered investment adviser providing discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients and families. The firm uses a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk-managed portfolios across various asset classes, implementing strategies mainly on a discretionary basis that may include options, futures, and volatility trading.

Grant Furlan is a financial advisor at Incline Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Incline Investment Advisors since 2019, with prior experience at Newarc Investments, Inc. and Park Avenue Builders. Outside of advising, he serves as a product manager for Incline Investment Management, handling marketing and promotional materials. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families, managing approximately $95 million in discretionary assets through a team of five advisors. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches linked to an affiliated registered commodity trading advisor.

Ted Parkhill is a financial advisor with Incline Investment Advisors, LLC in Boca Raton, FL, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has held roles at NewArc Investments, Inc. and has been involved with various entities under the Incline umbrella since 2009. Outside of his advisory role, he is CEO of Incline Management LLC, a firm specializing in systematic trading, and president of Parkhill Financial LLC, a consulting practice. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm’s investment approach combines systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk-managed allocations across multiple asset classes, implementing proprietary strategies on a mainly discretionary basis.

Samuel Mcchesney is a financial advisor with Incline Investment Advisors, LLC in Durham, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Incline Investment Advisors, he worked at Hyatt Lake Tahoe and Sierra Nevada University. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients, employing a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed portfolios. The firm is notable for its affiliation with a Commodity Trading Advisor/Commodity Pool Operator, offering a range of commodity and futures strategies alongside equity and fixed-income programs.