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

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

Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and foundations. The firm documents client goals and risk tolerance in written financial plans and Investment Policy Statements and monitors accounts on an ongoing basis, sometimes allocating parts of portfolios to third‑party managers. The firm describes a long‑term, risk‑aware investment approach that draws on fundamental, quantitative and modern‑portfolio‑theory analysis and that may tilt portfolios based on anticipated market environments. Its stated investable universe includes traditional equities and fixed income as well as alternatives and structured products, and the brochure recently added variable prepaid forwards to the list of permissible investments. Noteworthy features disclosed in the brochure include public references to third‑party public profiles (the SEC’s adviserinfo and LinkedIn) where external information and ratings about the firm can be found, and the disclosure that a firm principal is a licensed insurance agent who may offer commissionable insurance products. The firm operates as a small supported advisory team (roughly $254 million in AUM, four advisors and about 114 clients) and combines institutional custody relationships with the ability to use outside managers and third‑party services.

To learn more about the advisors currently working at Connecticut Capital Management Group, 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.