A complete list of active advisors currently associated with Sicner Asset Management, L.L.C.

Warmer can help you find a great advisor at Sicner Asset Management, L.L.C. or one who fits your needs even better.

Sicner Asset Management, LLC provides discretionary portfolio management to individuals, charitable organizations, trusts and estates, combining investment supervision with limited financial planning. The firm also offers project-based consulting to certain legacy clients on an hourly basis. The adviser develops a tailored investment plan through an initial interview and implements it primarily using mutual funds, ETFs and individual equities, drawing on both fundamental and technical analysis and employing long- and short-term strategies as appropriate. Accounts are managed on a discretionary basis with regular monitoring, quarterly reports and the option of in-person portfolio reviews. Distinctive features include explicit service to charitable organizations, which is less common among independent advisers, and management of roughly $88 million in client assets relative to a small client roster, a profile that can correspond to larger average account sizes and more individualized portfolios. Operational practices that differ from some peers include not aggregating trades for allocation (using rotating execution order to address pricing differences) and leaving proxy voting responsibilities to clients.

To learn more about the advisors currently working at Sicner Asset Management, L.L.C., 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.