A complete list of active advisors currently associated with Waltium Investment Advisors
Warmer can help you find a great advisor at Waltium Investment Advisors or one who fits your needs even better.
Waltium Investment Advisors provides personalized comprehensive financial planning and portfolio management for individuals, trusts, estates, and non-profit organizations and foundations, with a stated focus on professionals with quantitative backgrounds such as engineers and scientists. Its advisory menu includes business planning, employee‑benefits optimization, estate planning, tax‑aware investment analysis, and stock‑option/equity‑compensation guidance. The firm describes a goal‑based, risk‑focused investment process that combines buy‑and‑hold exposures to diversified mutual funds and ETFs with methods drawn from modern portfolio theory, risk‑parity, and market‑cycle analysis, and it may use derivatives for hedging. Waltium offers both discretionary and non‑discretionary relationships, explicitly considers held‑away assets and human capital when setting allocations, and typically recommends Interactive Brokers as the primary custodian for execution and reporting. Distinctive operational features in the brochure include a weekly relationship‑level valuation process for advisory‑scope assets and procedures to include identified held‑away assets in relationship valuations and fee processing through Interactive Brokers, while reporting a single discretionary account in its regulatory AUM. The combination of nonprofit and foundation advisory work, business and employee‑benefits planning, and use of risk‑parity and derivatives for hedging marks the firm as offering a broader institutional-style service set than is typical for many solo independent advisers.
To learn more about the advisors currently working at Waltium Investment Advisors, 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 |
|---|---|---|
Kirkland, WA
| 3
|
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