A complete list of active advisors currently associated with Ten Talents Asset Management

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

Ten Talents Asset Management provides discretionary portfolio management and financial planning to individuals as well as to charitable organizations and corporate or institutional clients, managing about $35.0 million across roughly 76 client accounts. The firm also may recommend third‑party money managers or sub‑advisers to implement portions of client mandates. The firm generally operates under client‑granted discretionary authority and states clients may not impose restrictions on specific securities or types of investments; its process draws on techniques such as fundamental, technical, cyclical analysis and modern portfolio theory to tailor allocations. The brochure discloses the use of a wide range of instruments — including options, futures and other derivatives — and the use of borrowing/margin in separately managed accounts, practices the firm notes and that are uncommon among peers. Noteworthy among peers, the adviser serves charitable organizations and some institutional accounts in addition to individual clients, while maintaining a relatively modest asset base, and its principal holds professional credentials and prior institutional experience described in the firm supplement. The firm also offers rollover guidance and coordinates custody and trade execution through an institutional custody platform, and may include third‑party managers where appropriate.

To learn more about the advisors currently working at Ten Talents Asset Management, 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.