A complete list of active advisors currently associated with Rivercrest Investment Advisors, LLC

Warmer can help you find a great advisor at Rivercrest Investment Advisors, LLC or one who fits your needs even better.

RiverCrest provides discretionary portfolio management and investment advice to individuals, families, endowments, and foundations, generally working with clients who meet its account minimums. The firm emphasizes individualized portfolio construction, monitoring, and reporting and currently reports roughly $0.67 million in regulatory assets under management for a single client. The firm follows an opportunistic, active management style that is value‑oriented and market‑cap agnostic, combining fundamental analysis with technical indicators to seek mispricing across equities and ETFs while using fixed‑income products for rebalancing. Its strategies may employ derivatives and options (including cash‑secured puts), inverse and leveraged ETFs, and short positions, and the firm discloses that it may assess performance‑based fees for qualified clients under a high‑water mark arrangement. A distinctive feature of RiverCrest is its ownership and affiliation with entities in the BioUrja group, including a trading affiliate engaged in physical and financial trading of ethanol and refined petroleum products, a relationship the brochure discloses as a potential conflict of interest. The combination of that commodity‑trading affiliation, explicit use of derivatives and short/leveraged instruments in managed accounts, and the availability of performance‑based fee arrangements is uncommon among small, independent solo advisers.

To learn more about the advisors currently working at Rivercrest Investment Advisors, 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.