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

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

Broadwater Capital Management LLC provides individualized investment advisory and discretionary portfolio management to individuals, trusts, charitable entities, small institutions, and personal corporations. The firm manages approximately $161 million in client assets and constructs diversified portfolios using a range of securities including equities, fixed income, mutual funds, ETFs and options. The firm combines fundamental and technical analysis with a bottom-up security selection process informed by top-down portfolio-level diversification, tailoring allocations to each client’s risk tolerance, time horizon, income needs, and goals. Portfolios are typically oriented toward long-term holdings but may include shorter-term trades when client circumstances or market opportunities warrant, and Broadwater generally manages accounts on a discretionary basis. Unlike many peers, Broadwater’s client mix explicitly includes corporate/business and charitable organization accounts and offers portfolio management for small institutional clients, client types that are uncommon among independent advisers. The firm maintains a custodial relationship with a major provider that supports fiduciary accounting for trusts, operates as a small family-owned firm founded in 2003, and serves a relatively concentrated client base of roughly 36 relationships.

To learn more about the advisors currently working at Broadwater 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.