A complete list of active advisors currently associated with Agnew Capital Management LLC

Warmer can help you find a great advisor at Agnew Capital Management LLC or one who fits your needs even better.

The firm provides ongoing portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, investment companies, and other advisers. It serves a relatively small client base and does not maintain an account minimum. The firm prepares an Investment Policy Statement for each client and employs fundamental, cyclical, and technical analysis across long- and short-term trading strategies, portfolio optimization, rebalancing, and security selection. While the adviser requests discretionary authority to execute transactions, a substantial portion of the firm’s assets are managed on a non-discretionary basis, so clients retain approval over many trades; accounts are reviewed at least monthly by the firm’s managing member and clients receive regular custodian reports. Noteworthy for a firm of this size, a majority of assets are handled non-discretionarily, an arrangement that is uncommon among independent advisors. The firm also relies on digital custodial platforms that provide institutional support services and non‑economic benefits to the adviser, and it has recently narrowed its service offering to focus on investment management and consulting.

To learn more about the advisors currently working at Agnew 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.