A complete list of active advisors currently associated with Bache Capital Management

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

The firm provides discretionary portfolio management and investment advisory services mainly to individual clients, and also works with corporate or business clients, charitable organizations, and institutional accounts. It emphasizes fixed-income management and executes fixed-income trades and related services on behalf of a broker-dealer’s clients and for that broker-dealer’s proprietary fixed-income accounts (Apexus Capital LLC). Investment decisions are led by a CFA charterholder who serves as the firm’s investment lead; the portfolio manager implements specific investment actions while a chief compliance officer oversees adherence to written policies and procedures. Client accounts are monitored on an ongoing basis to confirm they remain consistent with each client’s stated goals and the firm’s supervisory practices. Notably, the firm operates as a small, independent practice but maintains an affiliation with a broker-dealer and receives commissions and fees for managing the broker-dealer’s fixed-income business, a relationship disclosed in the brochure. The firm also discloses involvement with a charitable entity’s investment committee (Santa Monica Education Foundation) and a non‑investment business activity—registration as a home‑care provider—details that distinguish its mix of services from many peers.

To learn more about the advisors currently working at Bache Capital Management, 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.