Starboard Wealth Management, LLC

Starboard Wealth Management is a one-advisor independent advisory firm that provides ongoing portfolio management to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm manages client accounts on a discretionary basis, prepares an Investment Policy Statement for each client, and reports account activity monthly with quarterly written statements.

The firm employs a mix of analytical methods — including fundamental, technical, charting, cyclical analysis, and modern portfolio theory — and offers both long‑term and more active trading strategies. SWM tailors allocations to client goals and risk tolerance and documents risk preferences in each client’s Investment Policy Statement while exercising discretionary trading authority when authorized.

Notably, SWM implements derivatives and options strategies (including covered and uncovered options, spreading strategies), short sales, and margin transactions within client portfolios — practices the firm discloses explicitly and that are uncommon among independent solo advisers. The firm also uses ETFs (including precious‑metal ETFs) and U.S. Treasury inflation‑protected bonds in portfolios, does not rely on third‑party managers, and custodies assets through Schwab Institutional.