A complete list of active advisors currently associated with SLR Advisors

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

SLR Advisors is an independent, single-advisor registered investment adviser that provides discretionary asset management to individuals and high‑net‑worth clients. The firm reports managing approximately $6.05 million in client assets across roughly 50 client relationships and constructs portfolios using stocks, bonds, mutual funds, ETFs and other securities. The firm combines fundamental analysis with technical and cyclical charting and employs a mix of long‑term, short‑term and trading strategies, including the use of options and related derivatives described in the brochure. Portfolios are tailored to client objectives, reviewed at least quarterly, and generally managed on a discretionary basis with clients able to request reasonable investment restrictions. Distinctive features noted in the brochure include a detailed discussion of options and derivative risks in managed accounts and an established Code of Ethics that requires pre‑clearance and quarterly personal trading reports for supervised persons, practices that are less common among solo independent advisers. The principal’s disclosure of insurance licenses and the firm’s routine practice of providing verbal account reviews annually (with written reports available upon request) further reflect a small, hands‑on operating model and specific compliance and communication practices.

To learn more about the advisors currently working at SLR 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.