A complete list of active advisors currently associated with Narrow Road Asset Management
Warmer can help you find a great advisor at Narrow Road Asset Management or one who fits your needs even better.
The firm provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals. Financial planning and consulting are offered on an ancillary basis, and the firm does not participate in wrap fee programs. Its investment approach blends quantitative and fundamental analysis through a formally defined Narrow Road Adaptive Capital Strategy, a systematic, data-driven program that uses market regime identification, moving-average crossovers, and volatility-adjusted position sizing to manage exposure across ETFs, mutual funds, and individual securities. The firm emphasizes mitigation of downside volatility and discloses tactical/model risks such as whipsaws and the limitations of historic-data-driven signals. Noteworthy operational details include a small client base and modest AUM concentrated entirely in discretionary accounts, the use of both Interactive Brokers and Altruist as custodians with differing billing cycles (Interactive Brokers billed monthly in arrears; Altruist billed monthly in advance), and receipt of soft-dollar research and technology support from Interactive Brokers. The firm’s sole advisor also writes for Seeking Alpha and may receive external compensation for that activity, a relationship the firm discloses as a potential conflict of interest.
To learn more about the advisors currently working at Narrow Road 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.
Name |
Location |
Years of experience |
|---|---|---|
Adams, TN
| 3
|
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