A complete list of active advisors currently associated with Other Side Asset Management, LLC
Warmer can help you find a great advisor at Other Side Asset Management, LLC or one who fits your needs even better.
Other Side Asset Management provides investment advisory and financial consulting services to individuals, high‑net‑worth clients, and charitable organizations. Services include tailored portfolio management on both discretionary and non‑discretionary bases as well as planning and consulting work such as risk assessment, estate planning, and investment strategy development. The firm bases advice on client objectives, time horizon, and risk tolerance and employs a range of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading — with at least quarterly account reviews. It recommends the use of a specific independent custodian for execution and may enroll suitable clients in managed account arrangements, including a wrap fee program, and conducts due diligence on service providers (including monitoring AI/machine‑learning related risks). Noteworthy for a firm of its size, it may recommend or sponsor wrap fee accounts and its principal also operates as a licensed insurance agent, offering commissionable insurance products in addition to advisory services (a potential conflict the firm discloses and says it manages under its fiduciary policies). The firm reports about $32 million in assets under management across roughly 125 client accounts, maintains a written Code of Ethics and trade allocation policies, and discloses limited custody only to the extent of direct fee debits.
To learn more about the advisors currently working at Other Side Asset 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 |
|---|---|---|
Raleigh, NC
| 30
|
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