A complete list of active advisors currently associated with Mainsail Asset Management, LLC
Warmer can help you find a great advisor at Mainsail Asset Management, LLC or one who fits your needs even better.
Mainsail Asset Management provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities, trusts, estates, charitable organizations, and pooled investment vehicles. The firm typically implements diversified portfolios for individuals using mutual funds, ETFs, individual securities and alternative investments and will tailor services to each client’s objectives and risk tolerance. The firm’s investment process emphasizes a customized asset‑allocation framework that combines long‑term strategic allocation with short‑term tactical adjustments, regular monitoring and quarterly performance measurement, liquidity planning, and a mix of public and private asset classes (including interval and closed‑end funds). Mainsail describes an “All‑Weather” philosophy focused on diversification and risk management, and it supplements human judgment with analytics and automated tools to support monitoring and research. Distinctively, Mainsail sponsors and provides portfolio management to affiliated privately‑offered pooled investment vehicles (the “First Avenue Vehicles”) and acts as a private fund adviser, arrangements under which related entities may receive asset management and performance‑based (incentive) compensation. These sponsor/manager activities and incentive fee arrangements — which the firm discloses in its offering documents and Form ADV and treats as non‑discretionary client investments — are notable departures from what many similar team firms offer and create conflicts of interest that the firm discloses and addresses.
To learn more about the advisors currently working at Mainsail Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 6
| |
Birmingham, AL
| 4
| |
Birmingham, AL
| 23
|
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