A complete list of active advisors currently associated with Nirvana Analytics, LLC
Warmer can help you find a great advisor at Nirvana Analytics, LLC or one who fits your needs even better.
The firm provides discretionary investment management to individuals, estates, trusts, pensions, corporations and other business entities. It also offers public‑sector coverage, including depository services through a network of banks and consulting on debt structures such as private placements, private equity, and traditional bond issuance. Investment management focuses on large‑cap equities, fixed income and mutual funds, and the firm offers option‑based trading strategies — specifically credit spreads and covered‑call writing on select large‑cap stocks — while tailoring allocations across aggressive, moderate, and conservative strategies; clients may impose restrictions on investment categories for moral reasons. Accounts are managed on a discretionary basis with in‑house research and continuous account review, including at least quarterly reviews and monthly custodial statements. What is noteworthy relative to many peers is the explicit incorporation of derivatives strategies into separately managed accounts and the firm’s stated relationship with an affiliated broker‑dealer, Interactive Brokers, which clients are required to use for execution and custody. The brochure also highlights a combination of public‑sector consulting and depository services uncommon for a solo adviser, along with an in‑house code of ethics tied to the affiliated broker‑dealer’s compliance standards and a stated policy not to accept compensation for the sale of investment products.
To learn more about the advisors currently working at Nirvana Analytics, 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 |
|---|---|---|
Pepper Pike, OH
| 15
|
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