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

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

ALC Capital Management provides discretionary portfolio management to individual investors and offers separate financial consultation services on an hourly basis. The firm manages roughly $10 million across a small number of client accounts and works with clients who seek direct portfolio oversight as well as ad hoc advisory engagements. Investment decisions are driven by fundamental analysis aimed at identifying undervalued companies, with most assets placed in individual equities and positions typically held for multiple years. Portfolios are intentionally concentrated (generally about a dozen or fewer holdings), the firm avoids leverage and rarely shorts, and it will also consider bonds, mutual funds, ETFs and, when appropriate, nontraditional assets in tailored consultations. A feature that is uncommon among peers of this type is the firm’s use of performance-based compensation for eligible clients under a high‑water‑mark arrangement, an approach the firm says aligns its interests with clients. The firm also emphasizes that the adviser invests alongside clients and applies an analytical, science- and engineering-informed approach, which, combined with concentrated, high‑conviction portfolios, increases both the potential for outsized returns and firm-specific manager risk.

To learn more about the advisors currently working at ALC 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.