A complete list of active advisors currently associated with Trail Creek Advisors, LLC

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

Trail Creek Advisors provides discretionary investment management primarily to individual and high-net-worth clients, offering portfolio construction, asset allocation and ongoing monitoring across a wide range of asset classes. The firm reports managing about $18 million in client assets for a small roster of 14 clients, indicating a relatively concentrated, high-touch client base compared with many supported peers. The two-advisor team uses computerized models, economic and data research and multiple market indicators to guide flexible, multi-asset portfolios that can include ETFs, leveraged funds, REITs, MLPs and other instruments. The firm typically operates under written discretionary authority, conducts periodic (at least quarterly) reviews, and notes that investment decisions generally take priority over tax considerations. Noteworthy aspects include a formal code of ethics, an explicit policy not to vote client proxies and an absence of third-party sales compensation — practices that differ from many advisers that handle proxy voting or receive outside referral fees. The firm’s principal also maintains limited outside activities as an author and as director of a charity, a governance detail that may affect firm resources and culture.

To learn more about the advisors currently working at Trail Creek Advisors, 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.