A complete list of active advisors currently associated with Niemann Investments LLC
Warmer can help you find a great advisor at Niemann Investments LLC or one who fits your needs even better.
The firm provides discretionary investment management primarily for individual clients, and also serves high‑net‑worth individuals, trusts and estates. It is a small, single‑advisor practice managing roughly $5.6 million across a limited number of client relationships. Investment decisions are driven mainly by fundamental analysis of individual equities, including discounted cash‑flow valuation, and the firm generally takes a long‑term approach while monitoring portfolios on an ongoing basis. The firm also offers retirement‑account advice and may use short‑term trades, options, short selling and other trading strategies when deemed appropriate. Distinctive features include the firm’s documented use of borrowing (margin) and derivatives in separately managed accounts, and the availability of performance‑based fee arrangements for eligible clients, which the firm discloses can result in different risk and portfolio construction profiles than standard asset‑based accounts. As a solo practitioner that recently transitioned to full‑time focus on the advisory business, the firm operates on an institutional custody platform and maintains written policies (Code of Ethics, trade allocation procedures) intended to address conflicts arising from these practices.
To learn more about the advisors currently working at Niemann Investments 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.
Name |
Location |
Years of experience |
|---|---|---|
Riverton, UT
| 4
|
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