A complete list of active advisors currently associated with Parabolic Asset Management LLC

Warmer can help you find a great advisor at Parabolic Asset Management LLC or one who fits your needs even better.

Parabolic Asset Management LLC provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client, offers estate‑planning assistance through EncorEstate Plans, and has no stated account minimum. The adviser’s investment process blends technical and fundamental methods—charting, quantitative models, cyclical analysis and modern portfolio theory—and employs both long‑ and short‑term trading. The brochure explicitly discloses the use of leveraged and derivative strategies, including options (covered and uncovered), short sales, margin transactions and inverse ETFs, and discusses the material risks associated with those strategies. Compared with many solo independent advisers, the brochure describes firm‑prepared periodic written communications and the inclusion of performance‑related materials and hypothetical examples in its disclosures, along with standard custodian reporting. The firm also identifies Interactive Brokers as a recommended custodian and notes the potential receipt of research or soft‑dollar benefits, plus the integration of estate‑planning services, factors that may be relevant when comparing PAMLLC to peers.

To learn more about the advisors currently working at Parabolic 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.