A complete list of active advisors currently associated with Terranorth Investment Management LLC
Warmer can help you find a great advisor at Terranorth Investment Management LLC or one who fits your needs even better.
TerraNorth Investment Management is a Colorado-registered investment adviser that provides discretionary asset management and ongoing portfolio supervision for individuals and high‑net‑worth clients. The firm charges fees based on a percentage of assets under management, a common practice among investment managers. TerraNorth’s investment process emphasizes technical analysis and uses both tactical and strategic asset‑allocation techniques; it may recommend ETFs, exchange‑listed securities, options, foreign issues and fixed‑income positions. The firm directs clients to custody assets at Interactive Brokers and relies on that platform’s institutional trading, research and back‑office services when implementing trades. What is noteworthy is that TerraNorth is newly registered and reported minimal AUM and no client accounts in its most recent disclosure, which sets it apart from more established managers in the category. The firm’s principal also conducts multiple outside businesses — including a commercial real estate company to which he devotes a substantial portion of his time and several software, technology and entertainment ventures — and the adviser does not accept proxy‑voting responsibilities for client securities, factors prospective clients may want to consider.
To learn more about the advisors currently working at Terranorth Investment 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 |
|---|---|---|
Broomfield, CO
| 2
|
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