A complete list of active advisors currently associated with WTO Advisors, LLC

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

WTO Advisors provides ongoing portfolio management primarily to individuals and high‑net‑worth individuals, creating an Investment Policy Statement for each client and frequently operating with discretionary trading authority. The firm also publishes a subscription newsletter that offers timed recommendations on purchasing and selling specific securities, sectors, or asset classes at no additional charge. The adviser’s process is grounded in modern portfolio theory and emphasizes long‑term trading and strategic asset allocation across mutual funds, fixed‑income, real estate funds (including REITs), ETFs (including precious‑metal sector ETFs), and non‑U.S. securities. WTO documents clients’ goals, risk tolerance, and time horizon in an IPS, reviews accounts at least quarterly, and implements portfolios consistent with the written advisory agreement. Notable elements in the brochure that distinguish WTO from many peers include the free newsletter with actionable recommendations and the firm’s requirement that clients use National Advisors Trust Company as custodian, which concentrates custody choice. The brochure also highlights a limited investment menu focused on diversified fund vehicles (including precious‑metal ETFs and real‑estate funds) and a policy to decline or end relationships when client‑imposed restrictions would prevent proper servicing.

To learn more about the advisors currently working at WTO 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.

Name	Location	Years of experience
Alyssa Kaiser	Edmond, OK	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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