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 provides personalized investment management services to individuals, high‑net‑worth individuals, and small businesses, working with clients to identify investment objectives, constraints, and an agreed asset allocation. Although many investment-manager firms focus on pooled or institutional mandates, the brochure reports the firm currently manages no client assets and uses a percentage‑of‑AUM fee model. The firm’s investment process combines fundamental, quantitative, and statistical analysis — including timing models and charting — to implement strategic asset allocation and portfolio diversification, typically on a discretionary basis under a limited power of attorney. Sea Breeze Analytics operates as a fee‑only adviser, does not accept commissions or performance‑based fees, and places client assets with qualified custodians. Distinctive features include the firm’s explicit focus on serving both non‑HNW and high‑net‑worth individual clients, which is uncommon among firms in this category, and a principal with an engineering and quantitative background who has developed proprietary analysis programs. The firm is organized as a sole proprietorship, currently reports no AUM, and notes ancillary part‑time technical consulting activity, all of which are atypical for peer investment managers.

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.