A complete list of active advisors currently associated with Ravine Road Advisors
Warmer can help you find a great advisor at Ravine Road Advisors or one who fits your needs even better.
Ravine Road Advisors provides discretionary, fee-based investment management to pooled vehicles, funds, trusts and similar institutional or private investment entities, and it also lists individuals and retirement accounts among eligible client types. At the time of its brochure filing the firm was newly formed and reported no clients or assets under management. The firm describes a tactical asset-allocation approach that combines fundamental and technical analysis and may use equities, warrants, fixed‑income securities and options to implement strategies that include long‑term holdings, short‑term trading and option writing. Portfolio management is discretionary and tailored to client objectives, risk tolerance and time horizon, with regular monitoring and the ability to impose client restrictions. Distinctive features include its single‑advisor structure and recent formation, with the sole investment professional holding senior industry experience and the CFA charter. Unlike many peers, the firm discloses a negotiable fixed‑fee engagement alternative in addition to conventional asset‑based advisory fees and notes that it may recommend a particular broker‑dealer and receive research or ancillary services tied to execution.
To learn more about the advisors currently working at Ravine Road Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Greenwich, CT
| 23
|
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