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 is an SEC‑registered independent investment adviser that provides portfolio management and financial planning to individuals, families, not‑for‑profits and endowments, managing accounts on both discretionary and nondiscretionary bases. The firm constructs portfolios primarily from individual equities and fixed income and also offers its advisory capabilities through separately managed account/sub‑adviser arrangements and access to third‑party wrap programs. The firm combines fundamental analysis with a technical overlay and describes its style as a non‑consensus, contrarian approach with a typical two‑ to five‑year investment horizon, while considering tax impacts in portfolio decisions. EagleClaw employs a range of strategies appropriate to client objectives, including diversification across market capitalizations, option overlays (covered calls and protective puts), and the use of margin where appropriate. Operationally, EagleClaw is affiliated with Moors & Cabot, its broker‑dealer of record for PAS accounts, and its financial advisors are registered representatives of that broker‑dealer; custody and clearing services are provided through RBC, and Moors & Cabot receives revenue sharing on cash sweep placements. Notable distinctions for the firm include its role as a sub‑advisor to other advisers, its requirement that PAS clients use the affiliated broker‑dealer and its regular use of third‑party wrap program platforms and borrowing in managed accounts.

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.