A complete list of active advisors currently associated with Branch Capital Management
Warmer can help you find a great advisor at Branch Capital Management or one who fits your needs even better.
Branch Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, and charitable organizations. The firm reports managing about $79.0 million in discretionary client assets across roughly 91 accounts and uses Charles Schwab & Co., Inc. for custody and custodial reporting. The adviser follows a proprietary technical investment discipline that emphasizes frequent asset-allocation adjustments to align each client’s stated risk tolerance with current economic and market conditions. Portfolios are constructed primarily with no-transaction-fee mutual funds and exchange-traded funds available through Schwab, with the firm also using individual stocks and bonds and applying charting, fundamental, technical, and cyclical analysis. Noteworthy features include providing financial planning as part of the investment management service at no separate charge and a review cadence that targets monthly account reviews with written advisor reports delivered about every six weeks. The firm does not aggregate orders for the same security across different client accounts and maintains a Code of Ethics and personal-trading review process to mitigate conflicts when advisers hold or trade securities also recommended to clients.
To learn more about the advisors currently working at Branch 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.
Name |
Location |
Years of experience |
|---|---|---|
Holland, MI
| 1
| |
Holland, MI
| 14
| |
Holland, MI
| 3
|
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