A complete list of active advisors currently associated with O'Connor Portfolio Management LLC
Warmer can help you find a great advisor at O'Connor Portfolio Management LLC or one who fits your needs even better.
O’Connor Portfolio Management provides comprehensive portfolio management and financial planning and consulting to individuals (including high net worth clients) as well as trusts, estates and charitable organizations. The firm reports about $50.7 million in assets under management and accepts both discretionary and non-discretionary client relationships. The firm tailors portfolios through an initial review of a client’s financial situation, goals and risk tolerance and allows clients to elect discretionary or non-discretionary authority on their comprehensive management agreement. Investment implementation draws on ETFs, mutual funds, individual stocks and bonds and option strategies (including covered calls and hedging), with a mix of fundamental, technical and cyclical analysis and at least quarterly account reviews. Distinctive features include a larger share of the firm’s regulatory AUM managed on a non-discretionary basis (approximately $28.1 million non‑discretionary versus $22.6 million discretionary as of the firm’s filing), which is uncommon among peers and reflects an emphasis on prior client approval for trades. The firm also provides financial planning and a range of specialized consulting services (tax and corporate planning, cost segregation, real estate analysis) to portfolio clients at no additional charge and uses Charles Schwab as its custodian, receiving Schwab-provided research and support services.
To learn more about the advisors currently working at O'Connor Portfolio Management 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 |
|---|---|---|
Tampa, FL
| 32
|
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