Greyfox Investors LLC is an independent portfolio and wealth management firm based in Ojai, California. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.
Our work is focused in the following three areas:
Helping non-profits and endowments allocate and invest funds, Separate Account Portfolio Management, and Retirement planning.
Our core value at Greyfox Investors are:
Simplicity
Greyfox offers simple but elegant and intelligent solutions. We take to heart the principle that, often the best solution is the simplest solution. If your financial advisor cannot explain everything in your portfolio to you simply, your advisor does not understand the risks your portfolio faces. Excess complexity is often a way to give the appearance of sophistication and frequently increases fees without increasing returns.
Transparency
Traditional brokers are incentivized to trade their company’s proprietary funds, and to trade them often. Sales fees and 12b-1 fees are a constant conflict of interest and drain on portfolio performance. Greyfox offers objective advice aligned with your goals.
Affordability
Fee levels are one of the primary drivers of fund return. High fees diminish returns. Top managers one year often are near the bottom the next; but the fees remain the same. Indexing removes performance unpredictability and high fees.
Nathan Wallace (CRD# 5646552) is an Investment Advisor Representative working at Greyfox Investors LLC in Ojai, CA and has over 3 years of experience in the finance industry.
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Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savvy Advisors, Inc. | New York, NY | Jul 2022 - Current | 1 |
| Greyfox Investors LLC | Ojai, CA | Jul 2013 - Current | 10 |
| Grasswood Partners | Malibu, CA | Nov 2010 - Mar 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- CA
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Total Assets Under Management401MILLIONS
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Total Number of Accounts1,218ACCOUNTS
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Average Account Value$329,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, CO, DE, FL, ID, IL, KY, MA, NC, NJ, NY, OR, PA, TX, WA
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