A complete list of active advisors currently associated with Springtide Partners
Warmer can help you find a great advisor at Springtide Partners or one who fits your needs even better.
SpringTide Partners provides investment research and discretionary portfolio management primarily for individual and high‑net‑worth clients, while also contracting research services to other investment advisers, institutions, trusts and corporations. Its service set includes manager due diligence, strategic and tactical asset allocation, portfolio design and ongoing risk monitoring, along with regular market commentary. The firm builds individualized investment programs and Investment Policy Statements and applies both fundamental and technical analysis as part of its decision process, with periodic rebalancing and the option to employ tactical shifts. SpringTide manages separate client accounts on a discretionary basis and may use derivatives (including options) within those separately managed accounts for hedging or yield‑enhancement purposes. Distinctive features include a formal program of newsletters, white papers and white‑label research offerings sold or provided to other firms and clients, a capability not typical for firms of this size. SpringTide also operates under common ownership with another registered adviser and may recommend affiliated ETFs, a relationship it discloses as a potential conflict of interest.
To learn more about the advisors currently working at Springtide Partners, 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 |
|---|---|---|
Cedar Park, TX
| 8
| |
Chicago, IL
| 11
|
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