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Incline Investment Advisors
Incline Investment Advisors is a state-registered investment adviser in Incline Village, NV. The firm manages $92 million in regulatory assets.
Overview
Incline Investment Advisors is a state-registered investment adviser in Incline Village, NV. The firm manages $92 million in regulatory assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Incline Village
Corporate office
United States
Frequently asked questions
Is Incline Investment Advisors a fiduciary?
Yes. As a state-registered Registered Investment Advisor (RIA), Incline Investment Advisors is bound by the fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in its clients' best interests in all advisory matters, including portfolio recommendations, trade execution, and fee disclosures. The fiduciary obligation applies to both discretionary and non-discretionary client relationships.
What asset classes does the firm invest in?
The firm's investment universe includes individual equities, fixed-income securities, mutual funds, exchange-traded funds (ETFs), and option strategies, based on its Form ADV disclosures. Client portfolios are constructed to reflect each household's specific tax situation, liquidity needs, and risk tolerance. Holdings are predominantly in US-listed securities and domestic fixed-income instruments.
Does Incline Investment Advisors custody its own client assets?
No. The firm does not custody client assets directly. Incline Investment Advisors uses qualified third-party custodians, as is standard practice for state-registered RIAs, and clients receive trade confirmations and account statements directly from the custodian. The firm's public disclosures note that clients should carefully review statements from the custodian and compare them with any reports provided by the advisor.
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