A complete list of active advisors currently associated with Power Asset Management LLC

Warmer can help you find a great advisor at Power Asset Management LLC or one who fits your needs even better.

Power Asset Management provides discretionary asset management and sub-advisory services to high‑net‑worth individuals and business clients, including corporations and limited liability companies. The firm reports managing about $175 million on a discretionary basis for roughly 35 clients and offers tailored portfolio management with complimentary financial consulting available to portfolio clients. The firm’s investment process draws on fundamental, technical and cyclical analysis and employs a mix of long‑term holdings and, when appropriate, more frequent trading. It emphasizes conservative cash management—using money market funds, FDIC insured certificates of deposit, high‑grade commercial paper and government debt—to preserve liquidity while exercising discretionary trading authority within client guidelines. Compared with many small independent advisers, Power Asset Management regularly supports institutional‑type entities and also serves as a sub‑adviser to other investment advisers, designing portfolios and providing ongoing management on a fee‑only basis. Oversight and account reviews are concentrated with a single firm principal, the firm routinely uses established custodial relationships (including Schwab) and relies on standing transfer authorizations and other operational arrangements that prospective clients may want to evaluate.

To learn more about the advisors currently working at Power Asset Management 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.