A complete list of active advisors currently associated with US Fund Manager LLC
Warmer can help you find a great advisor at US Fund Manager LLC or one who fits your needs even better.
The firm is a fee-only, state-registered independent investment adviser operated by a sole principal that provides discretionary portfolio management to individual and high‑net‑worth clients through separately‑managed accounts; it does not position itself as a full‑service financial planner and screens prospective clients on a case‑by‑case basis. The brochure describes the practice as focused on equity and bond management for individual investors and indicates services are delivered by the single adviser. The adviser follows a value‑based, long‑term investment approach grounded in intrinsic‑value analysis and a margin‑of‑safety discipline, citing the work of Benjamin Graham, Warren Buffett and Charlie Munger. The firm typically concentrates holdings, minimizes turnover, and will hold durable “good” businesses for extended periods while selectively buying deeply undervalued or average businesses until they reach fair value; it also notes occasional use of put options as opposite positions to manage downside exposure. What is distinctive for a firm of this size is that the principal concurrently works in the mortgage industry and operates an affiliated company that provides IT support and engages in real estate agent activities, with the brochure disclosing that the principal spends roughly 20% of time on the affiliated firm and describing how potential cross‑selling conflicts are disclosed to clients. The brochure also highlights other atypical features for a small adviser: about 30% of work hours devoted to coding and data analysis, a policy of principals owning many of the same securities recommended to clients, and an explicit acknowledgment of key‑man risk; custody and trading are conducted through established custodians noted in the brochure.
To learn more about the advisors currently working at US Fund Manager 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 |
|---|---|---|
Redmond, WA
| 8
|
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