A complete list of active advisors currently associated with PortfolioArc, L.L.C.

Warmer can help you find a great advisor at PortfolioArc, L.L.C. or one who fits your needs even better.

PortfolioArc is an independent fee-based money manager that provides portfolio management, asset allocation analysis, and portfolio advice to individuals, couples, families and trusts. The firm manages roughly $30 million for a small client base and tailors accounts to each client’s risk tolerance and any client-imposed investment restrictions. Its investment approach combines fundamental and technical analysis and employs stocks, bonds, exchange-traded funds, mutual funds and options, using index and equity options to manage downside risk and generate income. The firm offers an actively managed Strategic Index-Hedged Platform that frequently trades index options, typically manages accounts on a discretionary basis, and conducts reviews of individual holdings daily and accounts twice monthly. Distinctive features include routine use of derivatives — notably index options within separately managed accounts — and the use of borrowing (margin) in client accounts, practices that are less common among similar independent advisers. The firm’s approach is informed by the principal’s prior exchange experience in options markets, and it generally directs brokerage through a small set of custodians and may aggregate orders across client accounts to enhance execution efficiency.

To learn more about the advisors currently working at PortfolioArc, L.L.C., 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.