Cloak Advisors

Cloak Advisors is a registered investment advisor based in Albuquerque, New Mexico, that has been providing portfolio management services since 2005. The firm focuses on managing investment portfolios on a discretionary basis, meaning they make buying and selling decisions for your investments based on your goals without needing to ask permission for every individual trade. Cloak Advisors uses fundamental analysis and builds long-only, equally weighted equity and balanced portfolios. In addition to managing individual accounts, the firm works with profit-sharing plans. Clients typically hold their assets at Interactive Brokers, where trading and custodial services are provided. Cloak Advisors reviews all client accounts at least quarterly to ensure investments remain aligned with stated goals and market conditions.