A complete list of active advisors currently associated with Modified Investments
Warmer can help you find a great advisor at Modified Investments or one who fits your needs even better.
Modified Investments serves a very small number of primarily high-net-worth individual clients, offering ongoing discretionary portfolio management and separately managed account services. The firm documents client objectives in an Investment Policy Statement and, like most independent advisers, generally charges asset-based advisory fees. The firm pursues a range of strategies including a long/short equity approach and may invest across mutual funds, ETFs, equities, fixed income, real estate funds, hedge funds, private placements and commodities while using options, short sales and margin where appropriate. Its analytical methods include fundamental, quantitative, technical, charting and cyclical analysis and portfolios are monitored and adjusted on an ongoing basis. What distinguishes the firm from many peers is its acceptance of performance‑based fees for qualified clients — an uncommon fee structure among independent advisers that the firm acknowledges can create incentives to pursue higher‑risk investments and that it manages alongside standard fee accounts. The firm also requires clients to custody assets with specified broker‑dealers/custodians, citing best execution, research access and operational services as reasons for that requirement.
To learn more about the advisors currently working at Modified Investments, 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 |
|---|---|---|
Tampa, FL
| 5
|
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