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, LLC provides ongoing portfolio management and separately managed account services for individual clients, primarily serving high‑net‑worth individuals. The firm documents objectives and risk tolerances in an Investment Policy Statement and conducts regular portfolio monitoring with discretionary trading authority. The firm’s investment approach combines several methods of analysis — including fundamental, quantitative, technical, charting, and cyclical analysis — and implements both long‑only and long‑short global equity strategies. Strategies may employ derivatives, options, margin, and short sales, and implementation is guided by documented client risk profiles and the firm’s allocation policies. What is distinctive is that Modified Investments accepts performance‑based fees for qualified clients, a practice that is uncommon among independent advisers. The firm also offers a dedicated long/short SMA strategy and discloses potential soft‑dollar research arrangements and allocation procedures intended to address the conflicts inherent in managing both performance‑based and non‑performance‑based accounts.
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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