A complete list of active advisors currently associated with MB Advisors LLC

Warmer can help you find a great advisor at MB Advisors LLC or one who fits your needs even better.

MB Advisors LLC provides discretionary investment management and consulting primarily to high‑net‑worth individuals, focusing on customized portfolios and ongoing personal client contact. The firm manages client accounts on a fiduciary basis and handles retirement account rollovers and ongoing portfolio supervision consistent with clients’ objectives. The firm operates two distinct equity strategies: an Opportunistic, fundamental bottoms‑up approach that is benchmark‑agnostic and supplements portfolios with options for return enhancement and hedging, and an Intrinsic Value approach that evaluates public companies through a private‑equity lens with longer holding periods and occasional use of preferred or fixed‑income securities for income. MB Advisors applies internal fundamental research and due diligence to construct concentrated portfolios (typically several dozen positions) and retains discretion to trade, including use of short positions, margin and other derivatives when appropriate. Noteworthy for a firm of its size, MB Advisors manages a small number of client relationships with two advisors and approximately $47 million in assets under management, and it may charge performance‑based compensation to qualified clients—practices that are relatively uncommon among supported peers. The firm’s explicit use of options and other derivatives in separately managed accounts, combined with a long‑term, research‑driven investment philosophy, distinguishes its implementation style from many similarly sized advisory firms.

To learn more about the advisors currently working at MB Advisors 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.