Denver, CO Office

Scarecrow Advisors, LLC is a state-registered investment adviser that provides discretionary investment supervisory services to individual and institutional clients, including the development of individualized investment policy statements, asset allocation, asset selection, and ongoing portfolio monitoring. The firm reports approximately $74 million in discretionary assets under management and typically applies a minimum account guideline that the firm may waive in certain circumstances.

The firm uses a mix of fundamental, technical and cyclical analysis and applies both strategic and tactical asset-allocation approaches to match portfolios to clients’ goals and risk tolerances. Depending on client objectives, Scarecrow Advisors may employ shorter-term trading, hedging with short sales or inverse funds, margin, and limited options strategies (covered options and spreads), and it provides periodic reviews of client accounts at least annually.

Scarecrow Advisors is affiliated with a separate trading-signal business that provides signals to other registered advisers and shares key personnel with the advisory firm; the brochure discloses this relationship and describes measures to mitigate potential conflicts of interest. The firm also discloses several operational choices that differ from many peers — it does not participate in wrap fee programs, does not accept proxy‑voting authority, and states it does not accept performance‑based fees.