A complete list of active advisors currently associated with Velouria Capital Management LLC

Warmer can help you find a great advisor at Velouria Capital Management LLC or one who fits your needs even better.

Velouria Capital Management serves individual investors, including IRA rollovers and taxable accounts, and generally works with clients who maintain under $250,000 in investable assets. The firm provides diversified portfolio development, discretionary portfolio management, and ongoing monitoring, and allows clients to impose restrictions on certain types of investments. The firm’s investment approach uses a proprietary combination of fundamental and technical analysis and may employ short-term purchases and relatively frequent trading to pursue market opportunities; it notes that tax efficiency is not a primary objective and recommends clients consult tax professionals. When authorized, the firm exercises discretionary trading authority and identifies Interactive Brokers among recommended custodians for execution and custody. Several operational features are noteworthy: the brochure reports a very small client base (six clients) and zero assets under management, which may indicate a light operational scale and room for individualized account arrangements or fee negotiations. The firm also does not vote client proxies, forwards proxy materials to clients for voting, and states it may, at its discretion, assume transaction or custodial costs in certain arrangements—practices that differ from many peers.

To learn more about the advisors currently working at Velouria 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.