A complete list of active advisors currently associated with 1808 Capital Partners

Warmer can help you find a great advisor at 1808 Capital Partners or one who fits your needs even better.

1808 Capital Partners provides comprehensive wealth management to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. Services include financial planning, investment advisory, estate and trust review, and ongoing portfolio management with tailored investment policy statements and financial plans. The firm employs a priorities-based intake process that begins with client interviews and questionnaires to set objectives and risk tolerance, then constructs customized strategic asset allocations implemented with a mix of passive and active strategies and a bottom-up security selection process. 1808 leverages third-party reporting tools and a connected platform (Pontera) to manage held-away accounts on a discretionary basis for tax-efficient allocation and opportunistic rebalancing. Compared with many peers, 1808 is notable for explicitly serving banking or thrift institutions and for recent ADV disclosures that it retains custody of certain client assets (including fee-debit authority and accounts subject to standing letters of authorization). The firm also disclosed additions of custodial relationships (including Equity Trust) and describes managing retirement accounts that can hold private placements, relying on institutional custodian processes and SEC No-Action Letter procedures to address custody oversight.

To learn more about the advisors currently working at 1808 Capital Partners, 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.