A complete list of active advisors currently associated with Lion's Eye Wealth LLC
Warmer can help you find a great advisor at Lion's Eye Wealth LLC or one who fits your needs even better.
Lion’s Eye Wealth serves a small group of individual and institutional clients—including individuals, high-net-worth clients, small to medium businesses, and family offices—offering ongoing discretionary portfolio management and comprehensive financial planning. The firm documents client goals and constraints in individual Investment Policy Statements and conducts regular portfolio monitoring and reporting through custodial statements. The adviser uses a mix of methods (charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory) and employs active and strategic trading within discretionary mandates to implement client plans. The firm states a fiduciary standard, seeks fair allocation of investment opportunities, and provides documented discovery interviews and plan delivery as part of its process. Distinctive features relative to peers include a public education program of free seminars and events (topics listed as Finance for Youth; Women & Wealth; Finance for Small Businesses; and Philanthropic Giving), and a requirement that clients custody assets at Charles Schwab Institutional with fees debited from custodial accounts (described in the brochure as resulting in limited custody and possible soft-dollar benefits). The firm also offers access to a broad investment menu—mutual funds, ETFs (including precious-metal ETFs), real estate funds, hedge funds, private equity, venture capital, private placements, commodities and cryptocurrencies—which is notable for a single-advisor practice managing a modest asset base.
To learn more about the advisors currently working at Lion's Eye Wealth 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 |
|---|---|---|
Montrose, CO
| 7
|
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