A complete list of active advisors currently associated with Layline Asset Management Inc

Warmer can help you find a great advisor at Layline Asset Management Inc or one who fits your needs even better.

LayLine Asset Management Inc is an independent, single-advisor registered investment adviser that serves primarily individual clients with discretionary investment management and occasional family financial planning. The firm manages client assets on a fee‑based, percentage-of-AUM basis and delivers portfolio management services for individuals. The firm offers two core account types—Strategic IM accounts that combine longer-term individual securities with tactical positions, and Tactical IM accounts that rely primarily on sector- and style-specific ETFs—and manages all accounts on a discretionary basis. Its investment process emphasizes technical tools, notably Relative Strength analysis supplemented by traditional technical, intermarket and macroeconomic analysis for tactical selections, while strategic selections incorporate fundamental analysis; the firm provides consolidated quarterly reports and ongoing commentary to clients. What is distinctive is the firm’s regular publication of its own periodicals (LayLine’s Commentary EViews and Trade Notes EView), a feature that is uncommon among similar independent solo-practice advisers. The firm also requires Tactical IM accounts to be custodied at a specific broker-dealer to facilitate efficient trading and applies differentiated fee levels and account structures for Tactical versus Strategic management, with tactical portfolios not managed for tax efficiency.

To learn more about the advisors currently working at Layline Asset Management Inc, 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.