• Our Firm
  • About Our Firm
  • Management Team
  • Employment
• Our Research
  • About Our Research
  • Research Library
• Portfolio Services
  • Asset Management
• News
  • In The Media
• Contact
  • General Inquiries
  • Media Contact

Advisory Services

Waverly Advisors provides professional portfolio managers with risk management and investment insights drawn from over 40 years of combined trading experience. By tracking client portfolios in real time, Waverly Advisors' investment team are able to function as a virtual internal research and trading group capable of participating in the entire portfolio management process. Combining original analysis with projects fielded on an inquiry basis, our team functions as a natural extension of our clients.

Currently Waverly Advisors acts as a portfolio advisor to a diverse client base including managers of hedge funds and mutual funds and independent wealth managers.

Our work is transparent, and we value our clients' trust in the same way that they value the trust of the individuals and intuitions who have invested with them.