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

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

Clutch Capital Management serves individual investors, retirement and profit‑sharing plans, trusts, estates, charitable organizations and other business entities, providing portfolio management, asset allocation, trading and reporting as well as basic financial planning and cash‑flow analysis on both discretionary and non‑discretionary bases. The firm tailors portfolios to clients’ stated risk tolerance and investment objectives and will accept client‑imposed restrictions on investments when requested. The firm’s investment process emphasizes top‑down analysis of global and domestic markets, followed by industry and individual company selection, with diversification and risk‑management tools used to preserve capital. It employs trading strategies that can include derivatives—such as selling covered calls—to enhance returns and conducts periodic reviews of accounts on daily, monthly/quarterly and annual cycles. Compared with many peers, Clutch Capital accepts commissions for the sale of annuities and life insurance and discloses relationships with outside insurance consultants and an annuity provider, and it also manages accounts that pay performance‑based fees—both features that are uncommon among similar team firms. The firm also notes it generally does not recommend mutual funds and discloses potential conflicts arising from commission‑producing insurance sales and performance‑based compensation.

To learn more about the advisors currently working at Clutch 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.