A complete list of active advisors currently associated with Clothier Springs Capital Management, LLC

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

Clothier Springs Capital Management advises individuals, high-net-worth clients, business entities, trusts, nonprofit endowments, municipalities and pension plans, and family offices. The firm provides discretionary portfolio management and wealth management using model ETF portfolios, along with Outsourced CIO services and consulting on derivative transactions for institutional or municipal financing decisions. The firm constructs globally allocated, broadly diversified portfolios implemented primarily with low‑cost, index-based ETFs and documents client objectives and constraints in a signed Investment Policy Statement that is reviewed annually. It also implements a rules‑based options hedging protocol in separately managed accounts to manage downside risk and enhance income, and it operates a private pooled vehicle to invest directly in real estate equity and debt for accredited and institutional investors. Compared with many single‑advisor independent firms, Clothier Springs combines small‑firm coverage with institutional‑style offerings — including portfolio management for pooled vehicles, pension and municipal clients, and a formal Outsourced CIO service. The firm’s governance for its pooled vehicle includes independent review and audited financial reporting, and its use of options and derivative consulting for public entities and institutional mandates is a distinguishing element of its service mix.

To learn more about the advisors currently working at Clothier Springs 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.

Name	Location	Years of experience
Thomas Mckeon III	Phoenixville, PA	31

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