A complete list of active advisors currently associated with Baskets Capital LLC

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

The firm provides customized, discretionary portfolio management and related planning services to individuals and high-net-worth clients — including business owners, executives, retirees — as well as trusts, estates, charitable organizations, and small businesses with retirement plans. Services explicitly include retirement income and distribution planning, tax-aware withdrawal planning, and charitable giving planning, and are delivered for an asset-based advisory fee with a typical account minimum. Investment decisions are made using three named model portfolios constructed from individual stocks and exchange-traded funds, supported by a proprietary scoring framework that blends fundamental analysis with technical screening and third‑party research. Accounts are managed on a discretionary basis at a single custodian, with a stated practice of holding positions long term, quarterly reviews and rebalancing, and an explicit policy that the firm does not use options, margin, or short selling unless specifically authorized. What differentiates the firm from many peers is its emphasis on individual-stock-based model portfolios and an internal quality/value/growth-inflection scoring process, together with a formal charitable program that facilitates planned donations of appreciated securities to donor-advised funds. The principal maintains a separate industry-facing business that organizes an advisor community and a podcast; the firm discloses that this outside activity is limited in time and is managed through its account review cadence and business continuity procedures.

To learn more about the advisors currently working at Baskets Capital 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.