A complete list of active advisors currently associated with Wide Eye Capital

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

Wide Eye Capital provides customized investment management, financial planning, and occasional consulting to individuals, high‑net‑worth clients, families, trusts, estates and small businesses. The firm generally manages portfolios on a discretionary basis and advises on a broad set of instruments, including mutual funds, ETFs, equities, bonds, cryptocurrency and options. Investment decisions combine a bottom‑up, individual‑equity focus with macroeconomic analysis of interest rates and money supply, using both fundamental and technical analysis to set asset allocation and security selection within a written Investment Policy Statement. The brochure notes the firm may employ hedging techniques and monitors derivatives markets (including futures and options) as part of its process, and it may use borrowing or leverage in separately managed accounts when deemed appropriate. Several features in the brochure are uncommon among peers: the firm explicitly offers security‑ratings/pricing and market‑timing services as part of its Other Consulting work and periodically offers free educational workshops for clients and their guests. It also restricts cryptocurrency recommendations to large‑cap digital assets accessed via ETFs (not private wallets), documents research that includes futures and coinmarketcap.com, and manages roughly $10.9 million in client assets across 28 clients.

To learn more about the advisors currently working at Wide Eye Capital, 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.