A complete list of active advisors currently associated with Poehls Associates LLC
Warmer can help you find a great advisor at Poehls Associates LLC or one who fits your needs even better.
Poehls Associates LLC provides discretionary investment management through separately managed accounts primarily for high‑net‑worth individuals, managing about $53.5 million on behalf of nine clients. The firm also accepts charitable organizations as clients, a client type that is uncommon among independent advisers. The firm’s investment approach is rooted in fundamental security analysis and a value‑oriented philosophy that targets “above average” companies trading below estimated intrinsic value, typically maintaining a focused portfolio of 10–40 positions with a three‑ to five‑year horizon. Valuation inputs include absolute and relative metrics, cost of capital and interest‑rate considerations, and the due diligence process may include site visits; accounts are managed under discretionary authority and tailored investment management agreements. Operating with a relatively small client base, the firm emphasizes customized account guidelines, periodic account reviews, and proxy voting unless clients retain that authority. The combination of focused, fundamental value management and the acceptance of charitable organization clients sets the firm apart from many peers in the independent adviser category.
To learn more about the advisors currently working at Poehls Associates 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 |
|---|---|---|
Boulder, CO
| 13
|
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