A complete list of active advisors currently associated with Sibir Investment Advisors

Warmer can help you find a great advisor at Sibir Investment Advisors or one who fits your needs even better.

Sibir Investment Advisors provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and charging percentage‑of‑AUM advisory fees. The firm also offers selection of third‑party managers and access to private funds and other alternative investments as part of client portfolios. The adviser uses a combination of charting and fundamental analysis and pursues long‑term trading strategies, including the use of margin, while conducting quarterly reviews and delivering custodial reports to clients. Sibir requires clients to custody assets at Fidelity or AssetMark and discloses that it executes trades with discretion under the client advisory agreement. Compared with many independent advisers, Sibir serves as a portfolio manager within a wrap fee program—an arrangement the brochure notes is handled the same as its non‑wrap accounts and is relatively uncommon among peers—and the firm discloses fee‑sharing arrangements with selected third‑party managers and a policy of not aggregating block trades. The brochure also discloses that the principal is a licensed insurance agent who may offer commissionable insurance and annuity products, and that financial planning is generally provided as a one‑time, fixed‑fee engagement unless additional services are requested.

To learn more about the advisors currently working at Sibir Investment Advisors, 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.