A complete list of active advisors currently associated with Salinas Asset Management, LLC

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

Salinas Asset Management, LLC is an independent investment adviser that provides portfolio management and financial advisory services to individual and high-net-worth clients. The firm manages a small pool of client accounts and reports roughly $399,000 in discretionary assets under management, offering both discretionary and non‑discretionary account management. The firm’s investment process blends technical, fundamental, quantitative and qualitative analysis and applies asset-allocation theory, dollar-cost averaging and a barbell strategy, supported by a formal rebalancing policy. It offers four model objectives — Income, Growth, Income with Growth, and an “Adverse Growth” model — the latter incorporating short-term trading, options strategies (covered calls, cash‑secured puts), margin and hedging techniques alongside a permanent portfolio allocation. What is noteworthy relative to many peers is the combination of a very small client base and access to a wide range of higher‑risk instruments and strategies (including penny stocks, non‑investment grade bonds, short sales, options and stock lending). The firm also directs clients to a specific custodian/broker-dealer for execution and custody, and the principal maintains an unrelated tutoring business for financial adviser exam candidates.

To learn more about the advisors currently working at Salinas Asset Management, 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.