A complete list of active advisors currently associated with Switchbacks Capital Advisory, LLC
Warmer can help you find a great advisor at Switchbacks Capital Advisory, LLC or one who fits your needs even better.
Switchbacks Capital Advisory, LLC is a newly formed, state-registered investment adviser that provides discretionary investment management, comprehensive wealth management, and stand‑alone financial planning to individuals, high‑net‑worth clients, families, trusts, and charitable organizations. The firm constructs portfolios using exchange‑traded funds, low‑cost diversified mutual funds and, when appropriate, individual securities and cryptocurrency ETFs to meet client objectives. The advisor employs fundamental analysis with a generally long‑term orientation while permitting shorter‑term trading for rebalancing or cash needs, and it tailors asset allocation and portfolio construction to each client’s goals, time horizon, and risk tolerance. Accounts are managed through client‑designated custodians with regular monitoring and reporting, and the firm offers both ongoing advisory engagements and separate financial planning engagements, including hourly and fixed‑fee planning options. Distinctive features disclosed in the brochure include the firm’s sponsorship of a wrap fee program that bundles covered transaction and custody costs into a single advisory arrangement and the availability of hourly planning fees, both of which are uncommon among peer investment managers. The firm also discloses an institutional relationship with LPL Financial and that some advisory personnel are registered representatives and licensed insurance professionals—arrangements that provide platform access and services but that the brochure notes can present potential conflicts of interest.
To learn more about the advisors currently working at Switchbacks Capital Advisory, 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 |
|---|---|---|
Missoula, MT
| 9
|
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