Incline Village, NV logo

Incline Village, NV Office

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Incline Investment Advisors, LLC logo

Incline Investment Advisors, LLC

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Firm-wide stats for Incline Investment Advisors, LLC

Total advisors

4

Across 3 offices

Clients per advisor

28 Low

Avg AUM per client

$834,293 Typical

HNW client ratio

51% High

About

Incline Investment Advisors is a registered investment adviser that provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients and families. The firm manages separately managed accounts and offers participant account management for held-away retirement plan assets through a third‑party platform, with client reviews at least annually.

The firm’s investment approach blends systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk‑managed allocations across equities, fixed income, dividend/option overlays, REITs and bond strategies. Portfolios are implemented mainly on a discretionary basis using proprietary strategies and may employ options, futures and volatility trading as tactical tools to adjust exposure and manage drawdown risk.

What distinguishes Incline from many peers is its affiliation with an affiliated investment manager that is registered as a Commodity Trading Advisor/Commodity Pool Operator and that offers commodity, VIX and broad global futures strategies alongside the firm’s equity and fixed‑income programs. That affiliation and the concurrent management of fund and separate account strategies can create side‑by‑side and performance‑fee considerations; the firm discloses these relationships and states it uses policies and procedures to address related conflicts.

Based on Incline Investment Advisors, LLC

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy

Based on Incline Investment Advisors, LLC

Location

920 Incline Way, Suite 2 D

Incline Village NV 89451-7429

Advisors at this office

2

Advisors at this office

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Todd H

Series 63, Series 65

Incline Village, NV

Incline Investment Advisors, LLC

Todd Hurlbut is a financial advisor at Incline Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Citigroup Global Markets and Everett Capital Management. In addition to his advisory role, Hurlbut serves as Chief Investment Officer and Portfolio Manager for Incline Investment Management, a hedge fund that utilizes end-of-day market data to generate trading orders. Incline Investment Advisors is a registered investment adviser that provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients and families. The firm employs a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed allocations across multiple asset classes, and offers investment strategies that include options, futures, and volatility trading.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy
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Grant F

Series 65

Incline Village, NV

Incline Investment Advisors, LLC

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.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy
View complete list of advisors at this office
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