A complete list of active advisors currently associated with Moment Partners, LLC

Warmer can help you find a great advisor at Moment Partners, LLC or one who fits your needs even better.

Moment Partners provides investment management and financial advisory services to individuals, high‑net‑worth clients, families, trusts, foundations, corporations and plan sponsors, and it also advises on assets held in insurance products such as variable life insurance and annuity contracts. Services described in the brochure include discretionary (and limited non‑discretionary) portfolio management, selection and oversight of independent managers, comprehensive financial planning and fiduciary and non‑fiduciary consulting for retirement plans. The firm emphasizes constructing risk‑adjusted, tax‑efficient asset allocations using a mix of active and passive strategies and security selection informed by qualitative, quantitative, technical and relative‑strength metrics, with ongoing monitoring and rebalancing. Moment may allocate to Independent Managers (including Wells Fargo programs), present third‑party private funds to qualified clients, and in appropriate accounts employ options strategies and alternative investments. Noteworthy details in the brochure include Moment’s reported $1,188,512,591 in assets under management alongside a stated typical minimum initial investment of $2,000,000, and the firm’s practice of negotiating performance‑based fee arrangements with qualified clients — items it discloses and updates in its Form ADV. The firm also operates with a small advisory team relative to its asset base and relies on broker‑custody relationships (e.g., Trade‑PMR and First Clearing) that provide institutional trading, custody and reporting services.

To learn more about the advisors currently working at Moment Partners, 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.