A complete list of active advisors currently associated with Sea Breeze Analytics

Warmer can help you find a great advisor at Sea Breeze Analytics or one who fits your needs even better.

Sea Breeze Analytics is a fee-only independent investment adviser operated by a single principal that provides personalized portfolio management to individuals, high-net-worth clients, and small businesses. Services described in the brochure include tailored asset-allocation advice, discretionary trading under a limited power of attorney, and periodic account reviews; the firm currently reports no assets under management. The firm’s investment approach combines fundamental and technical analysis with quantitative and statistical methods, including timing models, charting software, and cyclical analysis, and emphasizes strategic asset allocation across equities, fixed income, and alternative investments. The principal highlights more than two decades of trading experience and the development of proprietary quantitative programs, reflecting a systematic, engineering-oriented approach to portfolio construction. Distinctive features noted in the brochure include the explicit inclusion of small businesses among client types—a practice that is less common among solo independent advisers and can resemble institutional portfolio management—and a stated policy of accepting no commissions or outside compensation. The firm also maintains written compliance and continuity plans and discloses that it has no outside affiliations, but prospective clients should note the firm’s current lack of AUM and client history when evaluating experience and track record.

To learn more about the advisors currently working at Sea Breeze Analytics, 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.