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 as a sub‑advisor to other Registered Investment Advisors, and the brochure notes the firm can act in a sub‑advisor capacity for Saxony. The firm accepts discretionary trading authority under a limited power of attorney and does not serve as a custodian for client assets. The firm’s investment process blends quantitative, fundamental, technical, cyclical and economic analysis to drive model-based recommendations, with ongoing reviews of performance and portfolio exposure. Portfolio Guide implements both long‑ and short‑term strategies and strategic asset allocation, uses ETFs (including exposure to digital‑asset ETFs), and states that model outputs are weighed alongside professional judgment when making trading decisions. Distinctive features in the brochure include the firm’s primary orientation toward sub‑advisory relationships and the potential to receive a portion of fees when referring clients to third‑party sub‑advisers, rather than positioning itself as a direct financial planning practice for individuals. As a newly formed, small, single‑advisor firm that documents policies on best execution, trade aggregation, and specific digital‑asset ETF risks, its operating model differs from the typical solo independent adviser focused mainly on retail individual accounts.

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.