Weston, CT Office

Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high‑net‑worth clients; the firm requires that clients meet the accredited investor standard and prepares an Investment Policy Statement for each account. It focuses its recommendations on equities and ETFs—primarily equity holdings implemented with a covered‑call option strategy—and delivers ongoing portfolio monitoring and monthly custodian reporting.

The firm tailors portfolios to each client’s goals, risk tolerance, and time horizon and employs a range of analytic methods (including fundamental, quantitative, technical, charting, and modern portfolio theory) alongside long‑ and short‑term trading and options strategies. Accounts are generally managed on a discretionary basis, with stated policies to seek fair and equitable allocation of investment opportunities across clients and to document risk tolerances and reviews.

What is distinctive about the firm is the breadth of principals’ outside business activities disclosed in the brochure: certain principals are licensed real estate brokers, maintain law‑related practices, act as sponsors or syndicators of limited partnerships, and hold ownership interests in multiple real estate entities with disclosed time commitments and potential compensation. Those affiliations and the firm’s willingness to act as a subadviser are explicitly identified as potential conflicts of interest (with clients not required to participate in affiliated offerings), making its combination of legal, brokerage, real estate syndication, and advisory activities atypical for firms of this size.