Armory Capital Management, LLC

Armory Capital Management provides fee‑only investment management, financial planning, retirement planning and wealth management to a diverse client base that includes individual investors (both non‑high‑net‑worth and high‑net‑worth), trusts and estates, charitable organizations, foundations and institutional clients such as corporate pension and profit‑sharing plans. The firm offers both discretionary portfolio management and more limited consulting engagements, including written financial plans and hourly planning services.

The firm’s investment process emphasizes asset allocation and a stringent screening of individual securities, mutual funds and ETFs, drawing on fundamental, technical and other analysis methods and typically favoring longer‑term holdings with periodic portfolio reviews. Armory also provides pension consulting for qualified plans—preparing investment policy statements, selecting and monitoring investment vehicles, and assisting with employee communications—which it integrates alongside its retail portfolio management services.

Compared with many peers of similar size, Armory’s combination of pension and institutional consulting together with direct portfolio management for a full range of individual clients is uncommon, and the firm relies on percentage‑of‑assets fees (while also offering hourly planning) rather than performance‑based compensation. It operates as a fee‑only adviser with established custody and brokerage arrangements, a formal code of ethics, and written referral/solicitor arrangements with an affiliated accounting practice, all of which may affect how clients coordinate investment and related professional services.