A complete list of active advisors currently associated with Tresses Capital Management, LLC
Warmer can help you find a great advisor at Tresses Capital Management, LLC or one who fits your needs even better.
Tresses Capital Management provides discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth clients, profit‑sharing plans, and pooled investment vehicles. Services include separately managed accounts and fund management, with customized advice based on client‑provided objectives and periodic client questionnaires; the firm will also conduct stand‑alone research engagements on specific, non‑custodied investment opportunities for an additional hourly fee. The firm implements portfolios using a mix of diversified, tax‑efficient, and low‑cost vehicles where practical (including broad index funds, mutual funds, and ETFs) while also trading individual equities (including private stock and warrants), fixed income, options, and other securities. Strategies can include long‑ and short‑term purchases, option writing and short sales, and the adviser generally seeks to minimize brokerage and transaction costs while acting with discretionary authority subject to any written client restrictions. Compared with many peers, Tresses Capital operates with a relatively small client base and about $56 million in assets under management while also managing pooled investment vehicles that employ performance‑based profit allocations rather than relying solely on AUM fees. The firm’s leadership concurrently serves in a public‑sector institutional investment role, which is highlighted in its disclosures as a source of additional institutional experience and a potential area for conflicts that the firm addresses through its Code of Ethics and personal trading policies.
To learn more about the advisors currently working at Tresses Capital 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 |
|---|---|---|
Napa, CA
| 11
|
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