A complete list of active advisors currently associated with Janian Investment Advisers, LLC

Warmer can help you find a great advisor at Janian Investment Advisers, LLC or one who fits your needs even better.

The firm provides discretionary portfolio management and financial planning primarily for individual investors and related entities such as trusts and charitable or business-controlled accounts. Its service model begins with a no-fee discovery and planning process and extends to ongoing monitoring, third-party fund selection, and separately managed security-by-security accounts. Investment decisions are driven by bottom-up fundamental analysis and a portfolio-level risk framework; strategies include third-party fund menus, bond-benchmarked allocations, and both hedged and unhedged equity security selection. Portfolios may include meaningful cash allocations in response to elevated market risks, and the firm expressly uses hedging techniques, short positions and derivatives as part of its security-selection approach. Compared with many peers, the firm offers performance-based fee arrangements for qualified clients that are measured relative to a benchmark and subject to high-water mark provisions and multi-year performance measurement, an arrangement uncommon among similar independent advisers. It also deploys derivatives and futures within separately managed accounts and is led by a principal whose prior experience spans venture capital, hedge funds, managed futures and fund-of-funds, a background that shapes the firm’s mix of traditional and alternative investment methods.

To learn more about the advisors currently working at Janian Investment Advisers, 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.