A complete list of active advisors currently associated with MLN Investments LLC

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

MLN Investments LLC provides discretionary investment supervisory services to a mix of individuals (including high‑net‑worth) and a range of institutional clients such as banks, investment companies, pension and profit‑sharing plans, trusts, estates, and corporations, documenting each engagement with an Investment Policy Statement. Portfolios are constructed across mutual funds, equities, bonds, ETFs, REITs and other securities, and the firm notes it may implement options‑ and futures‑based strategies at a client’s request. The firm’s investment process combines charting, fundamental, technical and cyclical analysis and implements long‑ and short‑term trading, margin, short sales, and options writing (including covered calls, cash‑secured puts and debit/credit spreads); the principal conducts ongoing account reviews and MLN generally operates with discretionary trading authority. Fees are withdrawn directly from custodian accounts and the brochure explains custodial selection and reporting practices. Noteworthy in the brochure is MLN’s explicit use of derivatives and futures within managed accounts and a disclosed affiliation with a broker/dealer that permits representatives to receive commission compensation, a potential conflict the ADV says will be documented and disclosed to clients. The firm’s combination of a solo advisor managing a modest number of accounts, serving both retail and institutional clients, and employing higher‑risk derivatives strategies is less typical for independent RIAs of this size.

To learn more about the advisors currently working at MLN Investments 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.