A complete list of active advisors currently associated with Klaren Capital
Warmer can help you find a great advisor at Klaren Capital or one who fits your needs even better.
Klaren Capital provides financial planning and portfolio management to individuals and high‑net‑worth households, and also accepts a range of institutional clients including pension and profit‑sharing plans, Taft‑Hartley plans, foundations, endowments and certain foreign institutional vehicles. The firm manages roughly $13.5 million across about 38 client accounts and offers both discretionary and non‑discretionary advisory engagements plus modular financial planning and consulting. The firm uses a proprietary quantitative risk‑management framework and a long‑term market‑timing approach to adjust portfolio exposure, implementing model asset allocations primarily with ETFs and, as needed, mutual funds, individual securities, bonds, leveraged/inverse ETFs and equity/index options. Client risk profiling is facilitated by an IPS and Morningstar‑provided questionnaires, clients are placed in one of several SMA model portfolios (including a Hedged Global Macro trading program), and the firm provides ongoing monitoring and rebalancing while briefing clients on the additional risks of options and leverage. Noteworthy aspects for a small independent adviser include its acceptance of institutional clients and the use of performance‑based incentive arrangements for a specific trading program, together with asset‑weighted composite reporting for model strategies. The firm’s principal is also licensed as a mortgage loan officer and offers mortgage products for which commissions may be earned; the brochure discloses this activity and describes conflict‑mitigation steps such as client choice of providers and written disclosures.
To learn more about the advisors currently working at Klaren Capital, 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 |
|---|---|---|
Waynesboro, VA
| 20
|
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