A complete list of active advisors currently associated with White Aspen Capital LLC
Warmer can help you find a great advisor at White Aspen Capital LLC or one who fits your needs even better.
White Aspen Capital LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement that documents each client’s goals, tax considerations and risk tolerance. The firm manages approximately $10.5 million across roughly 44 client relationships and focuses on liquid investments such as mutual funds, ETFs, equities and fixed‑income securities. The firm’s investment process combines fundamental analysis and modern portfolio theory with quantitative and technical methods and employs both long‑ and short‑term trading approaches. Portfolios are implemented on a non‑discretionary basis, with trades executed only with client authorization, and the firm does not aggregate block trades for multiple accounts. White Aspen discloses several outside business activities and potential conflicts of interest: a principal is a licensed insurance agent who may receive commissions on insurance product sales, and the owners operate a separate financial planning business that contributes a material portion of their compensation. The brochure also notes a prior voluntary resignation by one principal from a large broker‑dealer and describes relationships with a primary custodian (including receipt of certain research and services), all of which the firm documents for clients.
To learn more about the advisors currently working at White Aspen Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Henderson, NV
| 12
| |
Henderson, NV
| 12
|
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