A complete list of active advisors currently associated with TROIKA CAPITAL ADVISORS, LLC

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

Troika Capital Advisors, LLC works with individuals (including high-net-worth clients) as well as a range of institutional clients—such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment supervisory services and financial planning, constructing an Investment Policy Statement for each client and managing portfolios across mutual funds, equities, bonds, ETFs, REITs, and government securities. The firm’s investment approach emphasizes fundamental analysis and long-term trading, with asset allocation and security selection tailored to each client’s documented risk tolerance and time horizon. The sole advisory principal manages accounts on a discretionary basis, conducts regular portfolio monitoring, and provides financial planning on fixed or hourly terms. Notably, Troika manages institutional mandates (including pension and profit-sharing plans) alongside its individual client base—an arrangement that is uncommon among solo independent advisers. Operationally, the firm requires clients to use its recommended custodians (including Altruist Financial LLC and Shareholders Service Group, with clearing at Pershing) rather than permitting directed brokerage, and it may employ option-writing strategies in client portfolios, which together distinguish its practices from many peers.

To learn more about the advisors currently working at TROIKA CAPITAL 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.