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

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

Duran Capital Management provides comprehensive portfolio management, standalone financial planning and retirement plan consulting for a mix of individuals, trusts and estates, charitable organizations, retirement plans, and business entities. Engagements include ongoing asset management across stocks, bonds, ETFs, options, mutual funds and other public and private securities, as well as written financial plans and consulting on topics such as retirement, estate and charitable planning. The firm describes a client-tailored, fiduciary approach that gathers financial goals and risk tolerance to set asset allocation and conduct ongoing monitoring and rebalancing. Investment decisions draw on a wide set of analysis methods (fundamental, technical, quantitative, sector and cyclical analysis) and employ strategies ranging from strategic and tactical asset allocation to both long- and short-term purchases, with client cash typically placed in conservative instruments such as money market funds and certificates of deposit. Notable distinctions include that firm representatives are licensed insurance agents and may offer insurance products, a relationship the firm discloses as a potential conflict of interest and states it manages in advising clients. The practice also explicitly serves charitable organizations and offers a broader advisory menu than many peers—charitable planning, corporate structure and tax-related consulting (including cost segregation studies) and ERISA retirement-plan consulting—combining individual wealth management with organizational and employer-focused services.

To learn more about the advisors currently working at Duran 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
Jacqueline Duran	Santa Barbara, CA	14

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