A complete list of active advisors currently associated with Sugar Maple Asset Management, LLC
Warmer can help you find a great advisor at Sugar Maple Asset Management, LLC or one who fits your needs even better.
Sugar Maple Asset Management provides investment management, retirement-plan consulting, financial planning, and related advisory services to individuals (including high-net-worth clients), pension and defined contribution plans, trusts, estates, charitable/non-profit entities, corporations, and pooled vehicles. The firm manages approximately $291 million in client assets and delivers services through its investment adviser representatives who serve as primary client contacts. The firm generally provides discretionary portfolio management guided by individualized Investment Policy Statements and takes a longer-term orientation for more volatile assets, while using a mix of individual stocks, bonds, mutual funds, ETFs, and other collective investment vehicles. It also offers retirement-plan advice on a non-discretionary basis, periodic participant education, and the option for an actively managed individual-stock sleeve (typically 15–25 holdings); the firm may recommend and monitor third-party sub-advisors when appropriate. Notably, Sugar Maple acts as the investment adviser to a privately offered pooled vehicle managed by an affiliated managing member, and that fund relationship involves performance-based compensation — a combination that is uncommon among similar supported firms. The brochure also discloses an arrangement in which the firm receives referrals and revenue sharing from a bank, and that the firm’s owners hold an equity interest in that bank; the adviser identifies these relationships as potential conflicts of interest and documents mitigation through disclosure and internal policies.
To learn more about the advisors currently working at Sugar Maple 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.
Name |
Location |
Years of experience |
|---|---|---|
Sister Bay, WI
| 10
| |
Sister Bay, WI
| 20
| |
Sister Bay, WI
| 12
|
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