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

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

SecondWind Asset Management, LLC provides discretionary asset management and individualized investment advice to high‑net‑worth individuals, generally requiring a $1,000,000 household minimum for its Asset Management service. The firm constructs portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public or private securities, and offers clients the ability to impose reasonable investment restrictions and receive quarterly account reviews. The firm’s investment approach blends fundamental and technical (charting) analysis with explicit asset allocation techniques — including strategic, dynamic, tactical and core‑satellite strategies — and it manages cash positions in conservative instruments such as money market funds and certificates of deposit. Accounts are reviewed at least annually (with quarterly monitoring of portfolios) and may be managed on a discretionary basis when clients grant authority to the adviser. What is distinctive for this firm is its narrow client focus and concentrated scale: the adviser reports managing about $5.8 million on a discretionary basis for a very small number of high‑net‑worth households as of December 31, 2024, and does not generally serve non‑HNW individual clients. The firm’s principal also has a legal background (a non‑practicing attorney), legal services are not provided through the firm, and the adviser does not custody client assets or sell commissionable securities.

To learn more about the advisors currently working at Secondwind 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.