A complete list of active advisors currently associated with Old Beach Investment Advisors, LLC

Warmer can help you find a great advisor at Old Beach Investment Advisors, LLC or one who fits your needs even better.

Old Beach Investment Advisors is a state‑registered investment adviser that provides discretionary portfolio management and ongoing supervisory services to high‑net‑worth individuals, as well as to corporate pension and profit‑sharing plans, charities and other businesses. The firm charges percentage‑of‑assets advisory fees and manages client accounts under written investment advisory agreements. The firm primarily employs long‑term equity strategies, investing in publicly traded common stocks and equity‑related securities selected through fundamental analysis of competitive positioning, earnings prospects, balance‑sheet strength and valuation; portfolios may also include ETFs and mutual funds and are constructed with diversification and asset‑allocation tools. Accounts are monitored on a systematic basis with quarterly reviews and periodic reporting, and the brochure outlines the substantive market, issuer and liquidity risks associated with the strategies. Distinctive features in the brochure include a very small, concentrated client roster—five clients—and roughly $66.8 million in discretionary assets, and the firm’s stated practice of serving only high‑net‑worth individuals rather than non‑HNW retail clients. The supplement also discloses material outside activities for portfolio managers (including serving as chief investment officer at another advisory firm with significant time commitment, and a manager’s film‑production and insurance‑sales activities) and notes that some representatives are licensed insurance agents who may earn commissions; the firm documents these relationships and describes disclosure, supervisory and code‑of‑ethics procedures intended to mitigate related conflicts.

To learn more about the advisors currently working at Old Beach Investment Advisors, 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.