A complete list of active advisors currently associated with Portfolio Guide

Warmer can help you find a great advisor at Portfolio Guide or one who fits your needs even better.

Portfolio Guide provides portfolio management and investment analysis primarily to other registered investment advisers and to investment companies, acting in a sub‑advisory capacity rather than serving retail individual (non‑HNW) clients. Founded in May 2025, the firm offers both asset‑based and fixed‑fee engagements and does not act as custodian for client assets. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis to drive model-based recommendations, with discretion to implement trades under a limited power of attorney and ongoing portfolio reviews. Strategies include long‑ and short‑term purchases and strategic asset allocation, and the firm may employ ETFs — including ETFs with digital asset exposure — as part of its allocations. What is distinctive is the firm’s focus on providing sub‑advisory and portfolio management services to investment companies and other RIAs, a client mix that is uncommon among peers in this category. Portfolio Guide discloses that it may receive a portion of fees when working with third‑party sub‑advisers and executes client trading through a qualified custodian (Pershing), which are notable operational features relative to similar independent firms.

To learn more about the advisors currently working at Portfolio Guide, 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.