A complete list of active advisors currently associated with Strongside Asset Management LLC

Warmer can help you find a great advisor at Strongside Asset Management LLC or one who fits your needs even better.

Strongside Asset Management serves individual and high‑net‑worth clients with ongoing portfolio management and tiered financial planning services. The firm prepares a written Investment Policy Statement for each client and provides ongoing monitoring, asset allocation, and investment implementation across equities, ETFs, fixed income and non‑U.S. securities. The firm pursues a long‑term trading approach informed by fundamental, quantitative and technical analysis and generally favors equities for long‑term growth or preservation while using other instruments for diversification. Strongside typically seeks discretionary authority to implement IPS‑driven strategies and has disclosed the use of AI tools to support its advisory work and to transcribe client meetings, along with related AI, political and model risks. Distinctive aspects include offering direct indexing strategies and assistance with securities‑backed lines of credit (SBLOCs), together with explicit disclosures about the conflicts and risks of those services. The firm generally requires clients to custody assets at Schwab Institutional and discloses receipt of research and other services from Schwab; it manages roughly $35.6 million on behalf of about 60 clients.

To learn more about the advisors currently working at Strongside Asset Management 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.