A complete list of active advisors currently associated with White Sail Advisors LLC

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

White Sail Advisors LLC is an independent investment advisory firm that provides discretionary asset management, assets-under-advisement and held‑away account management, plus financial planning and consulting for individuals, high‑net‑worth clients, trusts, and estates. The firm works with a small client base and does not require a minimum account size. The firm’s investment approach combines fundamental, cyclical and technical analysis, uses discretionary trading authority for managed accounts, and conducts at least quarterly reviews with rebalancing as needed. For held‑away accounts such as defined‑contribution plan participant accounts, White Sail uses a third‑party platform to review and rebalance allocations while avoiding custody and without direct access to client login credentials. Noteworthy distinctions include the active use of a held‑away platform to manage and rebalance employer plan accounts without custody and a formal assets‑under‑advisement service where the firm provides recommendations but does not execute trades. The firm’s principal also operates an unrelated rental‑property business that occupies roughly 25% of his time, and the firm does not routinely vote client proxies (clients receive proxy materials directly from custodians).

To learn more about the advisors currently working at White Sail 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.