A complete list of active advisors currently associated with Overland Advisors
Warmer can help you find a great advisor at Overland Advisors or one who fits your needs even better.
Overland Advisors is a fee-based registered investment adviser that provides investment management, financial planning, and consultation services to a range of clients, including retirement plans, trusts, charitable organizations, corporations and individual investors. The firm offers ongoing portfolio management as well as project-based and hourly consultation engagements and may recommend or place clients with unaffiliated independent investment managers. The firm’s process emphasizes client data gathering and the creation of customized investment policy statements, with portfolios managed on a discretionary or non‑discretionary basis and ongoing monitoring coordinated through qualified custodians. When independent managers are used, Overland Advisors retains an oversight role and may provide co‑management and periodic reviews tailored to each client’s stated objectives. What distinguishes the firm from many peers is the principal’s continued, disclosed involvement in a vertically integrated real estate group and a real estate broker license, and the firm’s practice of referring clients to real estate services while reporting and managing potential conflicts. The brochure also highlights pension/401(k) consulting offered on an hourly or project basis and notes that, as of the firm’s latest disclosure, it reported no assets under management, a combination of features that is atypical among investment‑manager advisers.
To learn more about the advisors currently working at Overland Advisors, 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 |
|---|---|---|
Phoenix, AZ
| 7
|
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