A complete list of active advisors currently associated with RiverGlades Family Offices, LLC

Warmer can help you find a great advisor at RiverGlades Family Offices, LLC or one who fits your needs even better.

RiverGlades Family Offices provides advisory services to high‑net‑worth individuals, multigenerational families, charitable organizations, and corporate clients, delivering ongoing portfolio management, external chief investment officer engagements, consulting projects, and selection or oversight of third‑party managers. The firm manages roughly $221 million across a small client base and documents client objectives and constraints in individualized Investment Policy Statements. The firm’s investment process blends fundamental and technical analysis with modern portfolio theory and a long‑term trading horizon, with equity and fixed‑income exposure typically implemented through ETFs. RiverGlades may operate with discretionary trading authority and, unusually for its peer group, deploys derivatives — including options strategies such as covered calls, cash‑secured puts, and outright options — within separately managed accounts. What distinguishes RiverGlades from many similarly sized supported firms is its explicit use of derivatives inside SMAs and its formal offering of external CIO services and short‑term consulting engagements that include family governance and legacy planning work. The firm also emphasizes diversified ETF exposures, including commodity and precious‑metals ETFs, and centralizes custody and trading through a single institutional custodian to streamline execution and reporting.

To learn more about the advisors currently working at RiverGlades Family Offices, 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.