A complete list of active advisors currently associated with Weston Capital Insights

Warmer can help you find a great advisor at Weston Capital Insights or one who fits your needs even better.

Weston Capital Insights serves individuals (with an emphasis on high‑net‑worth clients), as well as charitable organizations and corporate clients, and also accepts foreign (non‑U.S.) persons. The firm provides discretionary and non‑discretionary portfolio management, model portfolio implementation, and standalone financial planning and consulting. The firm combines fundamental, technical, and modern portfolio theory analyses and uses a range of time‑horizon strategies from long‑term holdings to short‑term trading, including the use of options and margin where suitable. Weston Capital Insight’s agreements permit performance‑based fee arrangements for qualified clients, and the brochure describes internal controls — such as allocation procedures and fair‑valuation practices — intended to address conflicts created by side‑by‑side management. Compared with many peers, the firm notably maintains a significant non‑U.S. client base and explicitly discloses that it may structure different fee arrangements for foreign investors, and it routinely uses derivatives (options) within managed accounts. Weston Capital Insights is a newly registered, small adviser (two advisors, roughly 30 client relationships and approximately $10.5 million in assets) that does not vote proxies on client accounts, leaving proxy voting to clients themselves.

To learn more about the advisors currently working at Weston Capital Insights, 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.