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

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

Blair Capital provides discretionary investment management to individuals, high‑net‑worth individuals, trusts, and estates, working under written advisory agreements and a stated fiduciary duty. Services include customized portfolio construction, ongoing supervision, and implementation using ETFs, individual stocks and bonds, and option contracts as appropriate to client objectives. The firm’s approach emphasizes customized, primarily long‑term strategies informed by fundamental, technical, cyclical and charting analysis, with continuous client contact to determine goals, asset allocation and risk tolerance. Blair Capital also employs tactical and hedging techniques—such as covered calls, protective puts and inverse ETFs—to manage risk or reposition portfolios when market conditions or client needs change. A distinctive feature noted in the brochure is the use of derivatives and option-based hedges within client accounts, a practice that is relatively uncommon among independent advisers of this type. The adviser manages approximately $38.6 million for a small client base of roughly 30 households and cites substantial prior trading and institutional experience as part of its oversight and implementation framework.

To learn more about the advisors currently working at Blair 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.