A complete list of active advisors currently associated with Terra Nova Asset Management LLC
Warmer can help you find a great advisor at Terra Nova Asset Management LLC or one who fits your needs even better.
Terra Nova Asset Management LLC provides continuous asset management primarily to high‑net‑worth individuals, family offices, and institutional clients, offering tailored investment objectives developed through personal discussions and accepting reasonable client‑imposed restrictions. The firm manages the majority of accounts on a discretionary basis while also overseeing a portion of non‑discretionary assets. Investment decisions are informed by both fundamental and technical analysis across equity and fixed‑income securities, typically with a buy‑and‑hold horizon of a year or longer and at least quarterly portfolio reviews. Terra Nova aggregates trades when practicable and recommends custody and execution through institutional platforms such as Charles Schwab, Fidelity and State Street to implement client strategies. Distinctive features noted in the brochure include a quarterly market/newsletter published on the firm’s website and an explicit inclusion of foreign issuers in its investable universe, signaling international exposure in its strategies. The firm also uses soft‑dollar research and institutional platform services (including Bloomberg, Telemet, Advent Axys and Moxy) and delegates proxy voting to clients rather than voting proxies on their behalf.
To learn more about the advisors currently working at Terra Nova 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 |
|---|---|---|
New York, NY
| 5
| |
New York, NY
| 4
|
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