A complete list of active advisors currently associated with Bruce Wood Capital, LLC

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

Bruce Wood Capital manages a proprietary private fund (the Bruce Wood Capital Global Macro Fund) and provides discretionary investment management for individual and corporate clients, along with outsourced Chief Investment Officer (OCIO) services for institutional fiduciaries such as foundations, endowments, pension plans, and family offices. The firm also offers model portfolios and ongoing market commentary and research to support client oversight and decision-making. The Fund employs a dual global macro approach that combines a long/short sleeve focused on securities with persistent macroeconomic relationships and an opportunistic directional sleeve that uses systematic, data-driven positioning; trading is discretionary but informed by quantitative models as well as fundamental, technical, and cyclical analysis. Separate account strategies emphasize diversified, cost-efficient allocations using ETFs, mutual funds, and bonds, and include specialized offerings such as tax-aware models tailored for specific state tax considerations, sustainable and enhanced strategies, and periodic rebalancing. Notable for a firm of its size, Bruce Wood Capital serves as an exempt commodity pool operator for its proprietary Fund and assesses performance-based compensation (a 20% quarterly allocation subject to a high‑water mark), while also electing mark-to-market tax treatment for Fund positions—features that create distinct fee and tax considerations relative to its separately managed accounts. The combination of operating a private pooled vehicle with leverage and derivative strategies, providing OCIO services, and offering state-specific tax-aware models distinguishes the firm from many peers and introduces potential conflicts and tax implications that clients should evaluate.

To learn more about the advisors currently working at Bruce Wood 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.