Caliber Investment Advisors, LLC

Caliber Investment Advisors is a state‑registered investment adviser that offers discretionary investment management, portfolio construction, and ongoing supervisory services to individuals and high‑net‑worth clients and their related entities. The firm describes its portfolios as primarily composed of exchange‑traded equities, mutual funds, stocks, bonds and ETFs, and it provides customized strategies developed through continuous client contact.

The firm states a primarily long‑term investment orientation grounded in fundamental analysis, with technical analysis used secondarily, and conducts internal due diligence before selecting investments. Caliber also discloses it may use concentrated positions, options strategies, structured notes, and cash holdings for hedging or tactical purposes and may trade positions held less than a year when client objectives or market conditions warrant.

Compared with many peers, the brochure discloses that a management person is individually licensed to sell fixed insurance products and that insurance sales can generate commission compensation, a potential conflict of interest the firm says it seeks to address. The firm was newly formed at the time of the filing with no regulatory assets under management, the principal serves as the firm’s chief compliance officer and chief investment officer, and the disclosure includes a prior Form U5 filing by a former broker‑dealer related to commission payments that the firm has described and reviewed.