A complete list of active advisors currently associated with MEV Value LLC

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

MEV Value LLC is a small independent advisory firm that serves individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm prepares an Investment Policy Statement for each client and provides planning either as part of its advisory relationship or on an hourly basis for non-advised clients. The firm’s investment process blends fundamental analysis, quantitative techniques, and modern portfolio theory and employs both long-term and short-term trading to implement portfolios; it primarily recommends stocks and ETFs while also using fixed income, real estate funds, TIPS, commodities and annuities when appropriate. MVL generally seeks discretionary authority to execute trades, documents client risk tolerance in the IPS, and maintains a stated allocation policy intended to treat limited investment opportunities equitably across clients. Compared with many peers, the firm offers performance-based fee arrangements for qualified clients under a high-water-mark framework and may waive asset-based fees when portfolios underperform predetermined benchmarks, practices that are less common among small independent advisors. The firm manages client assets internally without selecting third-party managers, does not participate in wrap fee programs, and notes that its principal maintains an academic appointment as an outside affiliation.

To learn more about the advisors currently working at MEV Value 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.