A complete list of active advisors currently associated with Sodium Advisors Inc.
Warmer can help you find a great advisor at Sodium Advisors Inc. or one who fits your needs even better.
Sodium Advisors Inc. provides discretionary portfolio management to high‑net‑worth individuals, creating individualized investment policy statements and conducting ongoing portfolio monitoring across publicly traded equities, fixed income, exchange‑traded funds and select non‑U.S. securities. The firm manages roughly $58 million for a very small number of clients and does not target non‑high‑net‑worth individual clientele. The adviser emphasizes fundamental analysis and implements both long‑term positions and more active techniques, including options trading and short sales, while operating under written Investment Policy Statements and quarterly account reviews. It typically trades with discretionary authority, documents client risk tolerances, and seeks best execution on behalf of client accounts. Distinctive features include the acceptance of performance‑based fee arrangements for qualified clients — a practice that is uncommon among independent peers — and the concurrent management of both performance‑fee and asset‑based accounts with stated policies to address side‑by‑side conflicts. The firm also discloses the potential receipt of research or other soft‑dollar benefits from custodians and notes procedures for equitable allocation of limited‑supply opportunities such as IPOs.
To learn more about the advisors currently working at Sodium Advisors Inc., 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 |
|---|---|---|
Santa Clara, CA
| 7
|
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