A complete list of active advisors currently associated with Storge

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Storge Partners Economic Studies LLC provides fee-based investment advisory and portfolio supervision services primarily to high‑net‑worth individuals, families, and family investment vehicles. The firm offers customized portfolio management, ongoing monitoring, and portfolio assessment services and reported approximately $866.6 million in assets under management as of December 31, 2025. The adviser follows a strategic asset allocation framework focused on mid‑to‑long‑term risk reduction and cost efficiency, delivering recommendations on a non‑discretionary basis and using a broad set of instruments (exchange‑listed and OTC securities, mutual funds, options, and other instruments). Storge conducts regular account reviews, rebalancing recommendations, and may analyze momentum, dividend history, and sector exposure when proposing changes; it also advises on assets held offshore. Notably, Storge combines substantial AUM with a compact advisory team, resulting in a high AUM per advisor relative to peers, and operates primarily on a non‑discretionary platform rather than discretionary mandate management. The firm also draws on affiliated support from SP Servicios Globales in Madrid for macroeconomic analysis and LATAM market support and discloses the ability to provide non‑financial consulting through its group companies.

To learn more about the advisors currently working at Storge, 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.