A complete list of active advisors currently associated with Krishna Portfolio Management
Warmer can help you find a great advisor at Krishna Portfolio Management or one who fits your needs even better.
Krishna Portfolio Management provides fee-only, discretionary portfolio management to a mix of individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm implements customized portfolios across a broad investment universe, including individual equities and bonds, ETFs, mutual funds, structured notes, and both registered and private alternative investment vehicles. The advisor follows a tactical allocation approach intended to manage risk and seek improved performance, using fundamental analysis to select investments and employing both long- and short-term trading as appropriate to client objectives. The firm may use hedging tools such as unleveraged inverse ETFs, defined‑outcome and derivative‑income ETFs, tail‑risk strategies, managed‑futures and commodity ETFs, and structured notes, and it limits complex or illiquid products to eligible clients after written due diligence and approval. Compared with many solo independent advisers, Krishna is atypical in offering portfolio management to business and institutional‑type clients and in providing access to a wide range of alternative and structured products (including registered interval/tender‑offer funds, non‑traded BDCs, exchange‑listed closed‑end funds holding private securities, and private funds sourced through platforms such as iCapital and CAIS). The firm’s brochure also discloses that the principal maintains non‑investment activities — limited PRN healthcare work and a minority ownership in a retail franchise — which are described as managed to avoid conflicts with advisory duties.
To learn more about the advisors currently working at Krishna Portfolio 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 |
|---|---|---|
Orlando, FL
| 1
|
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