A complete list of active advisors currently associated with Influx Capital Management
Warmer can help you find a great advisor at Influx Capital Management or one who fits your needs even better.
The firm provides discretionary portfolio management services and ongoing account supervision for individuals, trusts, Individual Retirement Accounts, and corporations and business entities. Portfolios are constructed from individual stocks, bonds, exchange-traded funds and other public investments and are tailored to clients’ stated goals and reasonable investment restrictions. Influx Capital Management describes a value-oriented investment process that combines quantitative screening with fundamental and technical analysis, targets potential catalysts over multi-year horizons (typically three to five years), and typically maintains relatively low portfolio turnover for tax efficiency. All client assets are managed on a non-discretionary basis, with trades implemented only after client authorization and formal reviews at least quarterly. Noteworthy distinctions disclosed in the brochure include the firm’s affiliation with insurance activities: its representatives are licensed to sell life, disability and health insurance, and the firm notes an affiliation with an insurance company and an insurance services DBA, which can result in commission-based insurance recommendations. The brochure also highlights prior experience in real estate and hospitality among firm personnel and notes operational details such as use of Interactive Brokers as the primary custodian and a written business continuity plan.
To learn more about the advisors currently working at Influx Capital Management, 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 |
|---|---|---|
Crows Landing, CA
| 12
|
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