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
Stephen Wickleder	Seattle, WA	21

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