A complete list of active advisors currently associated with Minnewashta Rio, LLC
Warmer can help you find a great advisor at Minnewashta Rio, LLC or one who fits your needs even better.
Minnewashta Rio provides fee‑based investment advisory services to a mix of institutional clients, corporations, trusts, non‑profits and individuals, including both high‑net‑worth and non‑high‑net‑worth investors, and highlights experience servicing clients with interests in the non‑U.S. Brazilian market. Services include discretionary and non‑discretionary portfolio management, design and implementation of investment strategies, and consulting or family‑office–type projects such as investment research, liquidity projections and reporting. The firm typically constructs portfolios using model allocations grounded in Modern Portfolio Theory, supported by in‑house models and third‑party research, and applies fundamental and technical analysis as appropriate. Portfolios may include domestic and offshore mutual funds and ETFs, individual equities and fixed income, and—where suitable for a client—hedge funds, alternative investments, currencies, commodities and structured products, all managed in accordance with a client’s written Investment Policy Statement. Distinctive disclosures in the brochure note that the firm’s principal maintains outside employment as a senior investment analyst for a municipal employer and that written procedures are in place to mitigate the related conflict of interest. The firm also discloses the potential use of compensated third‑party promoters/solicitors (with required disclosure to prospective clients) and states it may accept individual, non‑HNW clients despite a stated account minimum that can be waived—practices that are relatively uncommon among similar investment managers.
To learn more about the advisors currently working at Minnewashta Rio, 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 |
|---|---|---|
Shorewood, MN
| 6
|
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