A complete list of active advisors currently associated with Snider Advisors
Warmer can help you find a great advisor at Snider Advisors or one who fits your needs even better.
Snider Advisors, operating under Chronim Investments through the Snider Advisors and Chrisilis brands, serves individual investors, high‑net‑worth clients and corporate entities with educational products, investment advisory, and consulting services. The firm manages roughly $228 million across both discretionary and non‑discretionary accounts and offers implementation tools and ongoing portfolio management. The firm’s flagship Snider Investment Method is a rules‑based strategy that combines stock positions, option overlays and cash to pursue recurring cash flow, supported by proprietary screening and implementation tools (CoPilot and AutoPilot). Parallel to that, the Chrisilis service implements diversified ETF portfolios using modern portfolio theory; offerings range from an on‑demand Snider workshop (required for several implementation services) to discretionary asset management and a specialized concentrated stock program using covered‑call overlays. Distinctive aspects include CoPilot’s securities‑rating and ranking capability, which screens candidates by fundamentals, credit scores, liquidity and factor metrics, and the regular use of derivatives and occasional margin within separately managed accounts. The firm publishes monthly and annual performance reports with continuous online access, discloses insurance product sales and related commissions, operates several affiliated screening and analytics tools, and currently holds a larger share of assets in non‑discretionary arrangements than in discretionary mandates.
To learn more about the advisors currently working at Snider 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.
Name |
Location |
Years of experience |
|---|---|---|
Irving, TX
| 21
| |
Irving, TX
| 11
| |
Irving, TX
| 19
| |
Irving, TX
| 18
|
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