A complete list of active advisors currently associated with Eagleclaw Capital Management LLC
Warmer can help you find a great advisor at Eagleclaw Capital Management LLC or one who fits your needs even better.
EagleClaw Capital Management serves families and individual investors as well as not‑for‑profits and endowments, offering discretionary and non‑discretionary portfolio management through its Portfolio Advisory Services and access via separately managed account and sub‑adviser arrangements. The firm also participates in third‑party wrap fee programs and acts as a sub‑advisor to other investment advisers, providing portfolio implementation and ongoing account review. The firm’s investment approach combines fundamental analysis with a technical overlay and emphasizes a non‑consensus, contrarian style with a typical investment horizon of two to five years, focused on buying businesses with durable competitive positions and pursuing earnings growth. Tax considerations and portfolio diversification are integrated into its process, and the trading toolkit can include options and margin borrowing where appropriate. What is noteworthy in EagleClaw’s structure is its affiliation with broker‑dealer Moors & Cabot — its advisors are registered representatives there and client accounts are cleared through RBC — including an expense‑sharing arrangement between the firms and use of the RBC insured deposit sweep. The firm also manages a relatively large asset base for a small team (about $803 million across four advisors), routinely serves as a sub‑advisor, and requires Moors & Cabot as broker‑dealer of record for PAS accounts, features that distinguish it from many peer team firms.
To learn more about the advisors currently working at Eagleclaw 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 |
|---|---|---|
Boston, MA
| 32
| |
Boston, MA
| 53
| |
Boston, MA
| 24
| |
Boston, MA
| 33
| |
Boston, MA
| 16
|
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