A complete list of active advisors currently associated with 2nd Market Capital Advisory Corp.
Warmer can help you find a great advisor at 2nd Market Capital Advisory Corp. or one who fits your needs even better.
2nd Market Capital Advisory Corporation is a small team-based advisor (four advisors) that manages specialized portfolios for individual and high-net-worth clients, with discretionary asset management and occasional subadvisory arrangements. The firm offers three account types, including a Proprietary REIT Total Return Investment Portfolio, and focuses its managed accounts primarily on real-estate equities and REIT securities. The firm follows an actively managed, value-oriented approach emphasizing dividend income and discounted pricing relative to net asset value and sector peers, selecting a concentrated set of REIT positions from a broader pool to pursue total return. Its strategies include a baseline dividend-spread approach and a mirroring option that replicates activity in the proprietary portfolio into client accounts, and the firm may permit borrowing (margin) in asset management accounts to increase exposure. Noteworthy distinctions include the firm’s public model and commentary presence through an Investing Group on Seeking Alpha, where it publishes hypothetical performance and advertises performance results alongside trade alerts and research, and it receives a share of subscription revenue for that service. The firm also may enter into performance‑based fee arrangements with qualified clients, an arrangement that can create different incentives than standard percentage-of-AUM fees.
To learn more about the advisors currently working at 2nd Market Capital Advisory Corp., 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 |
|---|---|---|
Madison, WI
| 10
| |
Madison, WI
| 34
| |
Madison, WI
| 8
| |
Madison, WI
| 10
|
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