A complete list of active advisors currently associated with Ravello Partners LLC

Warmer can help you find a great advisor at Ravello Partners LLC or one who fits your needs even better.

Ravello provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses and qualified retirement plans. Services include customized portfolio construction, implementation and ongoing supervision, with investment policy statements and allocations across equities, fixed income, municipal securities, options and cash positions. The firm’s investment process is grounded in fundamental research, seeking companies with consistent earnings growth, favorable industry dynamics and discounted intrinsic value, and it typically targets a multi-year holding horizon while retaining flexibility to adjust holdings sooner for rebalancing or client needs. Ravello may employ concentrated portfolios and use options and margin as tactical tools, and its approach can involve more active trading than a strict buy-and-hold strategy. Noteworthy features include a relatively small number of client relationships and about $7.6 million in discretionary assets, which the brochure indicates supports highly personalized client contact and tailored portfolios; Ravello operates on a fee-only basis and does not accept commissions or performance-based fees. The firm generally recommends Schwab for custody but requires clients to direct their broker-dealer, and it discloses receipt of platform services from recommended custodians that could create potential conflicts of interest.

To learn more about the advisors currently working at Ravello Partners 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.