A complete list of active advisors currently associated with Ruff Choices

Warmer can help you find a great advisor at Ruff Choices or one who fits your needs even better.

Ruff Choices is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management to individuals, trusts, pension and profit‑sharing plans, and also accepts charitable organizations and certain institutional clients. The firm offers limited stand‑alone investment consulting and may, at a client’s request, facilitate tax preparation or accounting services through an affiliated accounting firm under common ownership. The firm primarily allocates client assets among individual equities, exchange‑traded funds and no‑load mutual funds and implements a mix of long‑term, short‑term and trading strategies. For separately managed accounts it may employ margin, short sales and options and treats cash as an asset class; these choices introduce additional leverage and derivative risk that clients are asked to understand and authorize. Noteworthy features relative to peers include the combination of a small client base and roughly $31.7 million in discretionary assets while serving both charitable and institutional clients, and the firm’s explicit use of borrowing and derivatives in client accounts. Ruff Choices discloses its affiliation with an accounting practice when recommending tax or accounting services and maintains written policies addressing personal trading and conflicts of interest.

To learn more about the advisors currently working at Ruff Choices, 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.