A complete list of active advisors currently associated with Investcraft Advisors LLC
Warmer can help you find a great advisor at Investcraft Advisors LLC or one who fits your needs even better.
InvestCraft Advisors LLC provides discretionary portfolio management through separately managed accounts for individuals, small businesses and institutional clients. The firm focuses on equity‑oriented strategies and related instruments — including common stocks, ETFs/ETNs, REITs, and equity options — and manages a small roster of clients with assets under management below $10 million. The firm combines fundamental and technical analysis and conducts weekly account reviews to align portfolios with client objectives, generally exercising broad discretionary authority under each advisory agreement. Its investment program may employ option trading, leverage, short sales and positions in small‑ and mid‑cap, distressed or high‑yield instruments, which can increase volatility and liquidity risk. Compared with many state‑registered advisors, InvestCraft is notable for its active use of equity derivatives and other higher‑risk trading techniques and for the principal’s prior experience managing a hedge fund and working in technology and medical‑device corporate roles. The firm does not take custody of client assets, does not direct brokerage (clients select custodians and receive account statements from those custodians), and maintains a Code of Ethics and personal‑trading policies to address conflicts.
To learn more about the advisors currently working at Investcraft 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.
Name |
Location |
Years of experience |
|---|---|---|
Saratoga, CA
| 8
|
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