A complete list of active advisors currently associated with Unconventional Investor, LLC

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

Unconventional Investor serves individual clients, including high-net-worth individuals, managing roughly $302.5 million across 88 accounts through a two-advisor team. The firm provides portfolio evaluation, ongoing discretionary portfolio management, and integrated financial planning as part of its management services. The firm follows a Swensen-style asset allocation philosophy that emphasizes simple, low-cost index funds for equities and U.S. Treasury securities/TIPS for fixed income, favoring long-term buy-and-hold positions and infrequent trading. Portfolios are mass-customized to client risk profiles and goals, with ongoing monitoring, periodic rebalancing, and scheduled outreach to review plans as circumstances change. What stands out for this firm is the concentration of assets relative to its small advisory team, producing a high assets-per-advisor and assets-per-client profile compared with peers. Operationally it requires custody with its chosen custodian and handles trading under limited powers of attorney—executing trades for individual accounts rather than aggregating orders—and it does not accept proxy-voting authority on client securities.

To learn more about the advisors currently working at Unconventional Investor, 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.