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Matthew M
Series 65
Irvine, CA
Moler Capital Management
Matthew Mc Kinney is a financial advisor at Moler Capital Management with 10 years of industry experience. He holds a Series 65 designation and serves as treasurer for Grace Community Church Boy Scout Troop 121. Moler Capital Management is an SEC-registered firm managing approximately $204 million across fewer than 100 client relationships. The firm provides discretionary investment management primarily to individuals, trusts, estates, retirement plans, charitable organizations, and select businesses, using a Modern Portfolio Theory approach with broadly diversified mutual funds and ETFs, mainly from Dimensional Fund Advisors.
Randall M
Series 63, Series 65
Las Vegas, NV
Moler Capital Management
Randall Moler is a financial advisor with Moler Capital Management in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Moler Capital Management since 1995. Outside of his advisory role, he owns RGM Services, LLC, which provides trust administration and asset management consulting. Moler Capital Management offers discretionary investment management and portfolio oversight for individuals, trusts and estates, retirement-plan participants, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory approach, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable focus on Dimensional Fund Advisors strategies.
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