A complete list of active advisors currently associated with Robert Priske, LLC

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

The firm provides investment management and financial planning to individuals, pension plans, trusts and corporations, typically working with larger accounts (accounts generally begin at $1,000,000) and managing roughly 144 client relationships. It operates as a fee-only advisory firm with about $220 million in assets under management and is run by a single advisor. Investment decisions rely on fundamental, technical and cyclical analyses and combine long-term holdings with more active strategies, including short sales, margin trading, options, and the use of low-cost mutual funds and ETFs; the firm may also incorporate cryptocurrency ETFs at a client’s request while not managing individual cryptocurrency accounts. Portfolios are rebalanced as circumstances change, the advisor has limited discretionary trading authority, and tax-saving strategies are used alongside household account consolidation for billing. Notable features include the combination of a single-advisor structure with AUM above $200 million and the provision of financial planning to asset management clients at no additional charge. The firm discloses participation in custodian-provided services and occasional soft-dollar benefits, permits personal trading subject to controls intended to protect clients, and maintains documented cyber-security measures and cyber insurance.

To learn more about the advisors currently working at Robert Priske, 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.