A complete list of active advisors currently associated with S&F Investment Advisors
Warmer can help you find a great advisor at S&F Investment Advisors or one who fits your needs even better.
S&F Investment Advisors provides discretionary portfolio management to individual and high‑net‑worth clients, as well as pension plans and business entities, through a mutual fund model portfolio program, separately managed accounts, and an income strategies program. The firm manages roughly $106 million across its client base and offers four named model portfolios (Conservative, Moderate, Aggressive and Super Aggressive) along with tailored separately managed accounts and income-focused mandates. The firm documents client objectives, time horizons and risk tolerances to develop individualized investment policies, conducts ongoing reviews and rebalances accounts as needed, and uses block trading and trade aggregation to execute orders. Its investment implementation includes fundamental and technical analysis and notably employs event‑driven strategies that rely heavily on listed options (including uncovered positions), margin and short‑sale techniques alongside traditional bond and dividend‑paying stock allocations. Distinctive elements in the brochure include acceptance of performance‑based fees for separately managed accounts—a 20% annual performance fee subject to a 10% annualized threshold and qualification under SEC Rule 205‑3, with detailed performance calculation and side‑by‑side management disclosures. The firm also discloses that its principal provides accounting services that may be recommended to clients and notes the use of partnership and pooled investment interests (e.g., real estate syndicates), each of which creates potential conflicts of interest that differentiate the firm from many peers.
To learn more about the advisors currently working at S&F Investment 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 |
|---|---|---|
Encino, CA
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")