A complete list of active advisors currently associated with Still Waters Investment Strategies LLC
Warmer can help you find a great advisor at Still Waters Investment Strategies LLC or one who fits your needs even better.
Still Waters Investment Strategies LLC operates as an investment manager offering discretionary investment management for pooled or institutional mandates while also providing comprehensive financial planning and individual account management to clients, including high‑net‑worth individuals. The firm documents client profiles and delivers written financial plans as well as ongoing implementation and monitoring services. Investment decisions are driven by semi‑automated, rules‑based quantitative models that combine factor investing with tactical and strategic asset allocation and a blend of top‑down and bottom‑up analysis. These systematic models are used alongside human oversight to implement and rebalance portfolios on a discretionary basis with regular reviews. Noteworthy aspects from the brochure include the firm’s explicit servicing of high‑net‑worth individuals and its use of hourly billing for ad hoc or updated financial planning—both of which are uncommon for firms in this investment‑manager category. Operational details that distinguish the firm further are its requirement that client accounts be held at Interactive Brokers, a regulatory AUM of $2,257,618 and recent registration in 2025, and an absence of soft‑dollar and third‑party referral arrangements.
To learn more about the advisors currently working at Still Waters Investment Strategies 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 |
|---|---|---|
Birmingham, AL
| 14
|
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