A complete list of active advisors currently associated with Park River Advisors

Warmer can help you find a great advisor at Park River Advisors or one who fits your needs even better.

Park River Advisors LLC provides fee-based investment advisory services, discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations and other entities. The firm manages roughly $45 million in discretionary assets for a relatively small client roster and delivers customized services on a client-by-client basis. The firm’s stated investment approach emphasizes a tactical allocation strategy intended to reduce risk and pursue improved performance, and it applies fundamental, technical, and cyclical analysis in portfolio construction. Park River Advisors may use a range of instruments — including listed equities, fixed income, mutual funds, options, and occasional short sales or cash positions as hedges — and monitors accounts on an ongoing, discretionary basis. Distinctive features include a small advisory team led by a CFA charterholder with a background in institutional equity research and a second advisor who continues to work full time in the technology sector, reflecting an atypical staffing mix for firms of this size. The firm also offers investment consulting engagements on negotiated monthly or hourly terms and will implement active derivative and short-selling strategies in certain accounts, practices that are less common among similarly supported advisors.

To learn more about the advisors currently working at Park River 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.