A complete list of active advisors currently associated with Starbord LLC
Warmer can help you find a great advisor at Starbord LLC or one who fits your needs even better.
Starbord LLC provides investment management, model-portfolio implementation, and investment research to individuals, trusts, pension accounts, and other advisory firms, and also offers financial planning, budget coaching, seminars, and periodic newsletters. The firm supplements portfolio services with insurance-related advice and sells research and consulting to outside institutional and advisor clients. The firm generally manages client assets on a non-discretionary basis and conducts ongoing monitoring with monthly reviews, contacting clients for consent before implementing trades. Its investment approach emphasizes value-oriented and model-driven portfolios, combining strategic and tactical asset allocation with the selective use of options and other instruments in certain accounts and relying on third‑party research inputs for portfolio construction. Distinctive features relative to many peers include the combination of primarily non‑discretionary management with paid subscription content and occasional seminars, the provision of investment research to other advisors, and the principal’s involvement in insurance and seasonal tax/bookkeeping activities. The firm is small and principal-led, has no stated account minimum, and discloses that these structural characteristics may affect capacity and oversight.
To learn more about the advisors currently working at Starbord 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")