Frederick, MD Office
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Analog Capital Partners LLC
Team
Firm-wide stats for Analog Capital Partners LLC
About
Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also serves other investment advisers by acting as a subadviser. The firm documents client goals and constraints in an Investment Policy Statement for each account and manages roughly $92.8 million in discretionary assets across its client relationships.
The firm builds customized portfolios aligned to clients’ time horizons and risk tolerances and typically implements them using a mix of fundamental, quantitative, technical and modern‑portfolio‑theory approaches. Portfolio construction includes equities, ETFs, fixed income, real estate funds and options (including covered options), and the firm uses RightCapital software to assemble and deliver financial plans.
Noteworthy features include a recent expansion to formal subadviser arrangements (disclosed as a material change) and the use of third‑party referral arrangements, including participation in the Zoe Advisor Network and revenue‑share models, to source clients. The firm also discloses a written code of ethics, procedures intended to ensure fair allocation of investment opportunities, and management that includes credentialed investment professionals such as a CFA charterholder.
Based on Analog Capital Partners LLC
Expertise
Based on Analog Capital Partners LLC
Location
Frederick MD
Advisors at this office
1
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