A complete list of active advisors currently associated with Trade Therapy, LLC

Warmer can help you find a great advisor at Trade Therapy, LLC or one who fits your needs even better.

Trade Therapy, LLC offers discretionary and non‑discretionary portfolio management services to individuals, high‑net‑worth clients, and small institutions, and it also publishes a fee‑based, general educational research product called Clarity that does not provide individualized advice. The firm’s brochure states that it currently does not manage any client assets on either a discretionary or non‑discretionary basis. The firm’s investment approach emphasizes technical analysis of price, volume, momentum, and trend across multiple timeframes, applied to equity‑ and ETF‑focused portfolios with periodic rebalancing. For risk management the firm may tactically raise cash or employ inverse/short ETFs for limited periods and applies stated risk controls to address potential conflicts tied to performance arrangements. A noteworthy feature is the paid subscription research publication, offered separately from advisory services — subscription‑based periodicals are uncommon among peers in this category. The brochure also discloses the firm’s willingness to enter into performance‑based fee arrangements for qualified clients while declining third‑party sales compensation and not voting client proxies, an operational mix that differs from many investment managers.

To learn more about the advisors currently working at Trade Therapy, 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.