A complete list of active advisors currently associated with Inside Arbitrage Advisors, LLC

Warmer can help you find a great advisor at Inside Arbitrage Advisors, LLC or one who fits your needs even better.

The firm provides combined financial planning and ongoing discretionary investment management primarily to individual clients and small businesses, using a proprietary planning tool to create a “permanent portfolio” allocation and to inform retirement, college funding, and family wealth mentoring. Portfolios are implemented and rebalanced to align with each client’s stated goals and risk profile, and the firm offers these services through separately managed accounts. The adviser’s investment approach blends a permanent-portfolio framework (U.S. and international equities, commodities, REITs, and fixed income/merger-arbitrage) with a 2026 shift toward a factor-based, model-driven process that typically produces an equal-weighted stock portfolio with about a one-year holding horizon. The firm also uses event-driven merger-arbitrage strategies and derivatives (including options) in separately managed accounts, sometimes in place of traditional fixed-income allocations. Noteworthy distinctions include an affiliated event-driven research platform that informs the firm’s merger-arbitrage activity and the explicit use of derivatives in client accounts—an uncommon practice among independent advisers. The brochure also discloses that the principal dedicates material time to two other businesses (an investment research service and a software firm), which the firm identifies as a factor for prospective clients to consider from an operational and key-man perspective.

To learn more about the advisors currently working at Inside Arbitrage Advisors, 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.