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

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

Borger Capital Management LLC provides investment advisory and financial planning services primarily to individual clients and small business owners, including asset management, retirement and insurance planning, cash flow analysis, and one-time consulting. The firm offers both discretionary and non-discretionary portfolio management and also makes hourly consulting available for targeted projects. The firm’s investment process combines charting, fundamental, technical and cyclical analysis and relies on a mix of market research sources including mainstream and independent providers. Strategies disclosed in the brochure range from long-term allocation and rebalancing to more active tools—short sales, margin, and option writing (including uncovered options)—and many accounts are managed on a discretionary basis with near-daily review. BCM is a small, three-advisor firm managing roughly $4.45 million for 26 clients, producing a modest average account size and, by that measure, an absence of high-net-worth clients that is uncommon among peers. The firm also discloses material outside business activities—notably insurance sales and precious metals referrals that generate separate commissions—which it manages through disclosure and case-by-case evaluation.

To learn more about the advisors currently working at Borger 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.