A complete list of active advisors currently associated with Laird - Altman Holdings LLC
Warmer can help you find a great advisor at Laird - Altman Holdings LLC or one who fits your needs even better.
Laird-Altman Holdings LLC provides discretionary portfolio management to individuals, trusts and small businesses, typically working with accounts at or above a $100,000 minimum (with family aggregation permitted). Portfolios may include exchange-listed equities, fixed income, ETFs and mutual funds, options strategies, and interests in oil, gas and energy transportation partnerships. The firm tailors its approach to each client through an Investment Policy Statement and limited power of attorney, and offers a mix of strategies including a higher-frequency macro program, a core ETF allocation, a multivariate quantitative program (driven by a multi-factor model) and a covered-call program. Clients choose their own broker-dealer and the firm conducts continuous, discretionary account review with quarterly performance reporting that compares results to the S&P 500 and a balanced passive portfolio. Distinctive aspects include the combination of higher-frequency macro trading, a 16-factor quantitative program, options-based covered-call management and direct exposure to energy partnerships — an unusual strategy set for a single-advisor independent firm. The brochure also highlights governance and trading controls that are not universally present among peers: an adopted code of ethics despite no regulatory requirement, a stated policy to execute client trades before related-party trades with staggered small-size executions, and an absence of affiliations or third-party compensation.
To learn more about the advisors currently working at Laird - Altman Holdings 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 |
|---|---|---|
Charlottesville, VA
| 20
|
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