A complete list of active advisors currently associated with Capital Risk

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

Capital Risk Management is an independent, single-advisor investment advisory firm that provides non-discretionary portfolio management, consulting, and financial planning to institutional and high‑net‑worth clients. Its brochure lists target client types that include public and corporate pension funds, endowments and foundations, not‑for‑profits, insurance companies, banks and thrift institutions, sovereign wealth entities, other investment advisers, and corporate clients. The firm describes an investment process built around risk‑focused portfolio design, asset‑allocation analysis, and qualitative manager due diligence, with particular attention to alternative assets (hedge funds, private equity, private credit, real assets) and asset‑liability analysis. It offers OCIO‑style, non‑discretionary chief investment officer support, scenario analysis, and tailored consulting engagements, and generally relies on institutional external managers rather than direct individual stock selection except by request. Distinctive features compared with many solo independent advisers include an explicit practice serving a range of institutional and public‑sector clients (including sovereign wealth, municipal/government and insurance clients) and offering pension consulting, educational seminars/workshops, and published periodicals/newsletters. The brochure also notes leadership with prior public‑sector treasury and investment experience and, despite those institutional service offerings, the firm currently reports no assets under management.

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