A complete list of active advisors currently associated with La Loma Capital
Warmer can help you find a great advisor at La Loma Capital or one who fits your needs even better.
La Loma Capital is a boutique asset manager that provides discretionary investment management to individual clients, primarily high‑net‑worth individuals and trusts seeking professional portfolio management. Client assets are held at a third‑party custodian and the firm does not act as custodian; the brochure notes the firm typically requires accounts be established at Interactive Brokers. The firm follows a global macro investment approach that blends fundamental economic and technical analysis to build globally diversified, multi‑asset portfolios, often implemented via index exposures and both long and short positions. Investment programs are customized through written investment policy statements and may use margin, option writing, short sales, and futures across short-, medium‑, and long‑term time horizons. What is noteworthy about La Loma is its use of performance‑based (incentive) fees for qualified clients, with calculations handled by the custodian and an annual lookback provision applied in accordance with SEC Rule 205‑3. For a small, independent advisory practice with a modest client base and assets under management, the combination of incentive fee arrangements and actively managed global macro strategies is uncommon among peers.
To learn more about the advisors currently working at La Loma 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 |
|---|---|---|
Zephyr Cove, NV
| 7
|
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