A complete list of active advisors currently associated with Sun Valley Advisors, Inc.

Warmer can help you find a great advisor at Sun Valley Advisors, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals, pension and profit‑sharing plans, ERISA accounts, trusts, estates and business entities under a global balanced mandate. Portfolios are built primarily with closed‑end funds purchased at discounts to net asset value, with exchange‑traded funds used to add diversification. Investment decisions are driven by systematic analysis of the closed‑end fund universe—approximately 650 funds—using proprietary software to estimate a maximum discount for each fund (the brochure cites estimated maximum discounts ranging roughly from 19% to 60%). Client accounts are managed to stated risk/reward objectives, with cash equivalents used to control volatility, and clients receive monthly reports that include performance comparisons to indexes and mutual fund averages. Noteworthy distinctions include the firm’s public disclosure of past performance and provision of comparative performance in client reports, a practice that is uncommon among similar independent advisers. The firm also maintains directed brokerage (clients select custodians), generally avoids trade aggregation in favor of small limit orders for thinly traded closed‑end funds, and operates as a small, solo‑advisor boutique with a minimum account size of $50,000.

To learn more about the advisors currently working at Sun Valley Advisors, Inc., 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.