A complete list of active advisors currently associated with Southeast Asset Advisors, LLC
Warmer can help you find a great advisor at Southeast Asset Advisors, LLC or one who fits your needs even better.
Southeast Asset Advisors provides wealth management, portfolio management and consulting to individuals (including high‑net‑worth clients), family offices, endowments, foundations and corporate and public pension plans. The firm offers both discretionary portfolio management and non‑discretionary consulting, including retirement‑plan advisory and ERISA fiduciary services for plan sponsors. Investment implementation typically uses mutual funds, individual stocks and bonds, ETFs, Separate Account Managers and, when appropriate, private investment funds or partnerships, with portfolios tailored by asset allocation and reviewed quarterly. The firm also selects and monitors SAMs and alternative managers, provides model portfolios for retirement plans, and reports private fund positions to clients on a periodic basis. SAA is distinctive for its direct involvement with pooled investment vehicles and private funds: it is the majority owner of Conifer Advisors (the manager of the Conifer Funds, which pay both asset‑based and performance‑based fees) and serves as manager of several other private funds (for example, SEA‑HCI SPV, SAA‑Tiger 14 LLC, SAA‑Tiger 15 LLC and Teton Pines Capital LLC). That private‑fund adviser role, the use of performance‑based fee arrangements, its portfolio management for pooled vehicles, and its institutional work with public pension/municipal clients — combined with managing over $4.19 billion in AUM with a relatively small advisor team — set it apart from many multi‑team peers.
To learn more about the advisors currently working at Southeast Asset Advisors, LLC, 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.
You can also browse Southeast Asset Advisors, LLC's office locations.
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