A complete list of active advisors currently associated with Watch Hill Advisors, LLC

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

Watch Hill Advisors provides discretionary investment management to individual investors and trusts, including some high-net-worth clients. Services focus on tailored strategic asset-allocation models implemented with ETFs, mutual funds, and occasional individual securities, and clients may impose restrictions on particular investments. The firm’s process begins with a risk-assessment questionnaire to establish client goals and risk profiles, and it favors index-based ETFs to control costs and promote tax efficiency. Asset allocation is driven by a top-down economic and sector analysis, with portfolios optimized to match a client’s risk/return objectives and rebalanced as needed; turnover is expected to be low to moderate. Compared with many peers, Watch Hill Advisors operates at a modest scale with a limited number of client accounts and does not accept custody or participate in wrap-fee programs, which can lead to more direct oversight by the firm’s owner but fewer operational resources. The advisory approach reflects the owner’s lengthy institutional background in equity research and portfolio management and is supported by written policies on personal trading, trade aggregation, and allocation.

To learn more about the advisors currently working at Watch Hill Advisors, 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.