A complete list of active advisors currently associated with Calado Capital

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

Calado Capital provides personalized financial planning, discretionary portfolio management, and retirement-plan advisory for individuals, trusts, estates, for‑profit organizations and qualified retirement plans. Services include written plans and consultations, ongoing portfolio management using equities, mutual funds, ETFs and fixed income, and advisory work for plan sponsors and fiduciary committees. The firm generally manages client accounts on a discretionary basis, setting asset‑allocation strategies, monitoring performance, rebalancing as needed, and recommending third‑party managers or model portfolios when appropriate. Its methods include fundamental, technical and cyclical analysis, and it also offers participant education and both ERISA 3(21) (non‑discretionary) and 3(38) (discretionary) plan‑sponsor services. Compared with many independent RIAs, Calado Capital documents pension consulting and institutional retirement‑plan management as core offerings—services that are statistically less common among peers. The brochure also discloses that the firm’s managing partner maintains a broker‑dealer registration and other business affiliations (including minority ownership in an operating company, a film production entity, and a strategic‑advisor role with a start‑up); these outside activities and any related compensation arrangements are disclosed and described as managed potential conflicts.

To learn more about the advisors currently working at Calado Capital, 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.