A complete list of active advisors currently associated with Lone Wolf Trading LLC
Warmer can help you find a great advisor at Lone Wolf Trading LLC or one who fits your needs even better.
Lone Wolf Trading LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also lists corporate or business entities among its clients. It offers ongoing portfolio management, creates a written Investment Policy Statement for each client, and distributes a weekly subscription newsletter to subscribers. The firm’s investment work is grounded in charting, quantitative, and technical analysis and employs both long‑term and short‑term trading approaches. Its stated practice includes recommending U.S. stock index ETFs—often buying on weakness and selling on strength—and it generally seeks discretionary authority to implement client portfolios. Compared with peers, Lone Wolf discloses a few atypical features: its materials include hypothetical performance illustrations, it discloses the use of borrowing in managed accounts, and it serves corporate/business clients — all of which are uncommon among similar independent advisers. The firm operates as a single‑advisor practice with a small client base and modest assets under management, which may affect the scale and personalization of service.
To learn more about the advisors currently working at Lone Wolf Trading 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 |
|---|---|---|
Briarcliff Manor, NY
| 5
|
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