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

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

Azimuth Capital Management LLC is a state-registered, fee-only investment adviser operated by a single advisor. The firm serves individuals (including high-net-worth clients), trusts, estates, charities and business clients, providing discretionary and non-discretionary portfolio management as well as financial planning and consulting. The adviser employs a primarily long-term, fundamental-analysis approach and constructs portfolios using low-cost, no-load mutual funds, ETFs, individual stocks and bonds, and unit investment trusts, while rebalancing or trading shorter-term as client objectives or market conditions warrant. Client relationships emphasize ongoing personal contact, the development of an investment policy statement and management of assets in client-designated brokerage or pension accounts. Compared with many solo independent firms, Azimuth’s client mix notably includes corporate/business and institutional clients and it provides services related to pension accounts and defined-contribution plan administration, a set of offerings that is statistically uncommon for similarly sized independent advisers. The firm does not accept custody of client assets, does not participate in soft-dollar arrangements, and does not charge performance-based fees.

To learn more about the advisors currently working at Azimuth 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.

Name	Location	Years of experience
Kenneth Daley	Winthrop, ME	18

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