A complete list of active advisors currently associated with Slingshot Financial

Warmer can help you find a great advisor at Slingshot Financial or one who fits your needs even better.

Slingshot Financial provides consulting and institutional sales (third‑party promoter) services to asset managers and financial technology companies, and also offers discretionary investment management to individual investors, including non‑high‑net‑worth and high‑net‑worth clients. The firm operates at a small scale and uses a percentage‑of‑assets fee model for its advisory services. Investment decisions are guided by Modern Portfolio Theory and a blend of fundamental, technical, and macroeconomic analysis, with portfolios constructed from passive and active strategies using ETFs, mutual funds, stocks, and publicly traded REITs. Clients are onboarded through an interview and standardized risk assessment, with discretionary management, periodic rebalancing, and the option to allocate portions of portfolios to independent sub‑advisors selected by the firm. What distinguishes the firm from many peers is its hybrid business model: it combines institutional sales and solicitation arrangements with retail investment management, and the firm’s principal is also registered as a broker‑dealer representative to facilitate promoter activities — a relationship the brochure discloses and describes mitigation steps for. The firm also offers hourly consulting engagements and retains the authority to select and compensate sub‑advisors, and it discloses receiving certain custodial benefits from its chosen custodian.

To learn more about the advisors currently working at Slingshot Financial, 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.