A complete list of active advisors currently associated with Lybis Investing

Warmer can help you find a great advisor at Lybis Investing or one who fits your needs even better.

Lybis Investing, LLC is a Colorado-registered, single-advisor investment management firm that provides discretionary portfolio management, financial planning, and ad hoc consulting to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm advises on a range of instruments including mutual funds, ETFs, equities, bonds, treasuries, options, REITs and private funds and documents client objectives in an Investment Policy Statement before managing accounts. The firm uses a defined investment process centered on asset allocation and typically employs passive index ETF strategies while explicitly layering sustainability factors; ESG scores are analyzed alongside macroeconomic indicators to guide asset selection. Clients complete a detailed questionnaire covering finances, risk tolerance and values, and the firm conducts routine monitoring with semi-annual reviews and quarterly reporting. Noteworthy features in the brochure include regular educational workshops for clients and guests and an explicit focus on integrating sustainability metrics into portfolio construction, services that are less common among solo independent advisers. The firm also notes it can include alternative vehicles such as private funds and REITs in portfolios while reserving that certain illiquid securities are not considered managed assets.

To learn more about the advisors currently working at Lybis Investing, 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
Adrien Vanpoperinghe	Broomfield, CO	5

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