A complete list of active advisors currently associated with Mint Asset Management LLC

Warmer can help you find a great advisor at Mint Asset Management LLC or one who fits your needs even better.

Mint Asset Management LLC is a small, supported registered investment adviser that primarily serves individual and high‑net‑worth clients, while also accepting trusts, foundations, and small businesses. It provides discretionary portfolio management through its Asset Wise Analytics division and can incorporate employer‑sponsored retirement and tuition accounts into its advisory view via a third‑party linkage service. The firm uses diversified, rules‑based model portfolios (Short Duration Income, Conservative/Moderate/Dynamic Growth) that rely on ETFs, mutual funds, cash and select individual securities, with systematic monthly ranking, trend‑following sleeves, and a hedged equity core. Mint may also employ leverage and derivatives in separately managed accounts—including margin borrowing, options strategies (writing and hedging), and short sales—as part of its hedging and income‑generation toolkit, and it conducts discretionary trading and opportunistic rebalancing across linked accounts. Distinctive operational features include the use of the Pontera platform to aggregate “held‑away” retirement and 529 plan assets into a single interface for allocation and rebalancing without taking custodial login control, and a two‑division structure that separates investment strategies while sharing back‑office functions. The firm discloses outside activities by supervised persons (such as published investment commentary and solicitor arrangements) and applies supervisory and trading controls to address related conflicts of interest.

To learn more about the advisors currently working at Mint 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.