A complete list of active advisors currently associated with Whiteswan Trading Corporation
Warmer can help you find a great advisor at Whiteswan Trading Corporation or one who fits your needs even better.
Whiteswan Trading provides investment advisory services, financial planning, and ongoing portfolio management to individuals and businesses, and also offers insurance and real estate services through licensed activity. The firm offers hourly consultations and fixed-fee planning engagements and manages client accounts under written advisory agreements. The firm’s investment approach emphasizes value investing and strategic asset allocation with a primarily long‑only orientation, and it uses a mix of charting, fundamental and technical analysis to inform decisions. Accounts are actively monitored and may be managed on a discretionary basis, with the ability for clients to impose reasonable investment restrictions tailored to individual objectives. What distinguishes Whiteswan Trading is the combination of advisory services with licensed insurance and real estate activities — the firm discloses receiving commissions from insurance companies and real estate brokers — and the availability of performance-based fee arrangements governed by a high‑water mark. Those features are notable alongside the firm’s very small reported assets under management and limited client base, a structure that can introduce additional conflicts of interest between commission-based sales and advisory compensation.
To learn more about the advisors currently working at Whiteswan Trading Corporation, 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 |
|---|---|---|
San Francisco, CA
| 6
|
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