A complete list of active advisors currently associated with 1035 Capital Management LLC
Warmer can help you find a great advisor at 1035 Capital Management LLC or one who fits your needs even better.
1035 Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, family offices and institutional investors, including endowments and foundations. The firm offers four proprietary model strategies—Small Cap Core, Investment Grade Preferred, All Cap High Yield Preferred, and a Commodity Trend Following portfolio—and may also construct customized portfolios to address specific client needs. The firm’s investment process blends bottom-up fundamental analysis (described as “catalyst-driven” for small caps) with sector rotation tools and technical/trend models, and emphasizes continuous monitoring and disciplined sell rules. Portfolios are managed on a model-driven basis with stated risk-management procedures and a focus on “intelligent diversification” and low turnover for its preferred-stock strategies. Compared with many solo independent advisers, 1035 Capital explicitly lists institutional clients among its target market and offers multiple specialized preferred-stock strategies plus an ETF-based commodity trend-following approach, which are less common for firms of this size. The brochure also describes the firm’s practice of providing periodic client reporting and performance summaries and notes an online presence, indicating an established process for communicating results and written commentary to clients.
To learn more about the advisors currently working at 1035 Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marthasville, MO
| 6
|
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