A complete list of active advisors currently associated with MyTimeEquity
Warmer can help you find a great advisor at MyTimeEquity or one who fits your needs even better.
MyTimeEquity, LLC is a four-advisor registered investment adviser managing roughly $169 million for a mix of individual clients (including high-net-worth individuals), corporations, retirement plans, trusts, and pooled vehicles. The firm offers discretionary portfolio management, algorithmic trading strategies, and advises privately offered pooled investment vehicles and special purpose vehicles formed for pre-IPO and other private opportunities. The firm combines quantitative, fundamental, and technical analysis, deploying proprietary and third‑party algorithmic models (built in Python and via platforms such as QuantConnect) alongside ETFs, stocks, options, and alternatives; it describes a “gate keeper” oversight role to review algorithmic trade plans before implementation. MyTimeEquity also sources model portfolios from partners and third parties, uses backtesting and benchmark comparisons in strategy assessment, and plans to expand into more formal financial planning and retirement account services. Distinctive features disclosed in the brochure include advisory roles to private funds (including a digital‑assets vehicle and a tax‑efficient fund), use of SPVs for pre‑IPO investments, and occasional performance‑based fee arrangements, all of which create side‑by‑side management considerations. The firm also advertises predecessor and hypothetical performance results in its materials, and maintains business affiliations with accounting and technology firms and with partners that provide algorithmic models—relationships the brochure identifies as potential sources of conflicts that it seeks to manage and disclose.
To learn more about the advisors currently working at MyTimeEquity, 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 |
|---|---|---|
Plano, TX
| 4
| |
Plano, TX
| 8
| |
Plano, TX
| —
| |
Plano, TX
| —
| |
Plano, TX
| 0
|
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