A complete list of active advisors currently associated with MULTUS Asset Management

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

The firm provides discretionary investment management to U.S. and foreign high‑net‑worth individuals and private companies through separately managed accounts. Services include customized portfolio construction, investment consulting and hedging advice, with trading and custody conducted through established custodians under a limited power of attorney. Investment decisions are driven by a combination of top‑down macroeconomic analysis and bottom‑up fundamental security selection, and the firm may utilize corporate and sovereign bonds, exchange‑traded equities and funds, preferred shares, options, and margin in suitable circumstances. Accounts are monitored on an ongoing basis with formal reviews conducted at least semi‑annually and ad hoc reviews triggered by material client or market changes. Notable versus peers, the firm serves a meaningful non‑U.S. client base and uses performance‑based compensation arrangements for qualified clients in addition to standard percentage‑of‑AUM billing. It also maintains a practice of distributing periodic written communications and brochure updates alongside routine custodial statements and client reports.

To learn more about the advisors currently working at MULTUS Asset Management, 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.