A complete list of active advisors currently associated with Serene Point Advisors LLC

Warmer can help you find a great advisor at Serene Point Advisors LLC or one who fits your needs even better.

Serene Point Advisors is a fee‑only registered investment adviser that provides discretionary portfolio management, financial planning and financial consulting primarily to individual and high‑net‑worth clients, as well as trusts and other institutional entities. The firm documents client goals and may create investment policy statements and client‑imposed restrictions to tailor each relationship. The firm manages portfolios using a mix of publicly traded equities, fixed income, mutual funds, ETFs and REITs, and applies a blend of fundamental, technical/charting and cyclical analysis; it also may employ options and other derivative strategies as part of more active mandates. Serene Point can refer clients to or engage sub‑advisers for specialist management and coordinates execution and custodial arrangements for those sub‑advised relationships. Noteworthy relative to many peers, the firm combines multi‑disciplinary analysis with an active options capability and the use of external sub‑advisers, and it incorporates financial planning and consulting into its advisory program rather than offering planning only as a separate engagement. The adviser accepts limited discretionary authority and proxy‑voting responsibilities on client accounts, does not custody client assets itself, and does not participate in initial public offering allocations.

To learn more about the advisors currently working at Serene Point Advisors 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.