A complete list of active advisors currently associated with Leftskewed Investment Management, LLC

Warmer can help you find a great advisor at Leftskewed Investment Management, LLC or one who fits your needs even better.

Leftskewed Investment Management, LLC is a registered investment adviser that offers discretionary portfolio management to U.S. individuals who qualify as "qualified clients" and to non‑U.S. citizens. The brochure reports the firm manages a nominal amount of discretionary assets as of the most recent filing and is not currently charging fees to its client. The firm employs a range of analytic approaches and trading strategies—technical and fundamental analysis, modern portfolio theory, long‑ and short‑term trading, short sales, options, and use of derivatives—and provides advice across many instruments including equities, corporate and municipal debt, ETFs (including leveraged ETFs), PIPEs, structured products, and REITs. Leftskewed does not use a percentage‑of‑assets fee model; instead it charges performance‑based fees for qualified clients and describes policies (periodic senior‑officer reviews and fair‑valuation procedures) intended to address related conflicts. Compared with many independent advisers, Leftskewed’s combination of performance‑based compensation and active use of complex, higher‑risk instruments and frequent trading is noteworthy and may produce different incentive and risk profiles than firms that charge asset‑based fees and focus on traditional long‑only portfolios. The firm also routinely directs clients to use a specific custodian (Interactive Brokers) and does not participate in wrap fee programs, which can affect execution and custody arrangements.

To learn more about the advisors currently working at Leftskewed Investment Management, 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.