A complete list of active advisors currently associated with Vienna Asset Management LLC

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

The firm provides discretionary investment management through separately managed accounts and offers financial planning and consulting primarily to high-net-worth individuals and families. As disclosed in its brochure, it manages approximately $256.5 million in discretionary assets for a concentrated client base and generally implements tailored investment programs based on each client’s objectives and risk tolerance. Portfolios are managed with discretion and may incorporate fundamental analysis, long- and short-term holdings, and option-writing and other derivative strategies; the firm may also engage sub-advisers to manage portions of client assets. Its disclosures describe an emphasis on documenting client objectives and monitoring portfolios for rebalancing and tax-loss harvesting, along with detailed risk discussions covering derivatives, margin, and foreign‑security exposures. Distinctive features noted in the brochure include a high level of assets relative to the firm’s adviser staffing and explicit exposure to non‑U.S. investments and related trade‑policy and currency risks in client portfolios. The firm also discloses that a principal maintains a licensed insurance practice and may offer insurance products to clients, with that affiliation and its potential conflicts of interest addressed in its policies.

To learn more about the advisors currently working at Vienna Asset 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.