A complete list of active advisors currently associated with Two Fish Management

Warmer can help you find a great advisor at Two Fish Management or one who fits your needs even better.

Two Fish Management is a small independent registered investment adviser that works primarily with high-net-worth and accredited investors, as well as institutions and other financial advisors. The firm provides discretionary portfolio management through separately managed accounts and by sponsoring an affiliated private investment partnership structured and operated as a long/short holding company; it does not provide financial planning services. The firm’s investment process combines point-and-figure charting, fundamental and technical analysis to implement strategies described as HOLDCO, Put Income, Core Equity and Income Builder, with portfolio construction tailored to each client’s risk tolerance, tax situation and liquidity needs. Two Fish routinely uses options (including writing puts and covered calls), short sales and margin, and it adjusts equity exposure and hedges (for example by selling index call options) as part of active risk management. What is uncommon for a solo independent adviser is that, despite a single-advisor structure and a limited client base (roughly ten clients and about $20 million in assets), Two Fish both sponsors a pooled private fund and manages pooled vehicle interests, offers performance-based fee arrangements for qualified investors, and allows borrowing and derivatives use in separately managed accounts. Those features create potential conflicts of interest — notably because the firm is the fund’s general partner and can earn incentive compensation — which Two Fish says it addresses through block trading practices and a formal Code of Ethics.

To learn more about the advisors currently working at Two Fish Management, 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.