A complete list of active advisors currently associated with 10th Street Capital

Warmer can help you find a great advisor at 10th Street Capital or one who fits your needs even better.

10th Street Capital provides ongoing discretionary portfolio management and financial planning to families, small business owners, and high-net-worth individuals, preparing written Investment Policy Statements to align portfolios with clients’ goals, time horizons, and risk tolerance. The firm also offers planning engagements on an hourly, fixed-fee, or retainer basis and includes insurance products, such as annuities, among the services it can recommend. The firm primarily employs a passive approach, operating five model portfolios that use ETFs to represent nine asset classes and that are allocated using modern portfolio theory and clients’ risk-tolerance questionnaires; it may also use other securities for diversification and implements both long- and short-term trading when appropriate. Client risk profiles and investment guidelines are documented in written IPSs, and the adviser typically operates with discretionary trading authority to execute the agreed strategy. A distinguishing feature is that the firm is structured as an insurance company and its adviser is a licensed insurance agent—an arrangement that is uncommon among independent advisory firms and that the brochure identifies as a potential conflict of interest to be managed through disclosure and review. The firm’s relatively small scale (about $8 million in discretionary assets and roughly 20 client accounts) together with its explicit use of insurance products and precious-metal ETFs in its investable universe sets it apart from many peers that focus exclusively on traditional mutual funds and broad-market ETFs.

To learn more about the advisors currently working at 10th Street Capital, 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.