Extract Advisors LLC
Disciplined Stewardship
Focused Insight. Lasting Capital Preservation.
Extract Advisors LLC is a premier, independent Registered Investment Advisor (RIA) dedicated to the sophisticated management of capital for high-net-worth individuals, families, and institutional partners.
Our foundation rests on an unwavering commitment to the fiduciary standard, meaning our clients' financial success is the single, non-negotiable priority that drives every investment decision and strategic recommendation.
We understand that significant wealth requires not just growth, but rigorous protection. Our mission is to combine deep analytical insight with a disciplined, long-term approach to navigate market complexities and deliver sustainable, risk-adjusted returns.
Our Strategy: Beyond Conventional Management
Our core strength lies in our fully discretionary investment model, applied across all client assets. With over $651 Million in regulatory assets under management (RAUM), this mandate allows us to execute investment strategies efficiently and decisively, ensuring your portfolio capitalizes on opportunities and mitigates risks promptly without the delays inherent in non-discretionary models.
Disciplined Stewardship
Stewardship is the act of carefully and responsibly managing assets entrusted to us.
- Proactive Risk Modeling: We employ sophisticated quantitative and qualitative analysis to identify, measure, and manage systematic and idiosyncratic risks inherent in portfolio construction. We prioritize structural stability over short-term volatility.
- Alignment of Interests: Our fee structure is designed to align our success directly with yours, reinforcing our fiduciary obligation and commitment to capital preservation.
- Operational Excellence: We adhere to strict internal compliance protocols, monitored by our SEC registration, ensuring integrity and operational soundness across all facets of the firm.
Focused Insight
Our investment decisions are driven by proprietary research and comprehensive global economic views, filtering out market noise to focus on enduring value.
- Fundamental Research Depth: We dedicate substantial resources to rigorous fundamental analysis, identifying high-conviction opportunities across various asset classes.
- Strategic Asset Allocation: Portfolios are constructed strategically, leveraging diversification not just within asset classes, but across geographies, sectors, and investment factors, positioning the portfolio to perform robustly across varying economic cycles.
- Adaptability: While our focus is long-term, our approach is dynamic. We maintain the flexibility to adjust allocations tactically in response to significant shifts in the macro environment or sudden regulatory changes, always within the parameters of your established risk tolerance.
Key Features
Total Regulatory Assets Under Management (RAUM)
Over $651 Million USD
Client Management Style
100% Discretionary Fiduciary Management
Regulatory Registration
U.S. Securities and Exchange Commission (SEC)
Headquarters
Calabasas, California
Engage with Extract Advisors
If you seek a partner defined by integrity, rigorous analysis, and a sole focus on preserving and growing your legacy, we invite you to explore our distinct approach.
Frequent Ask Questions
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