A complete list of active advisors currently associated with East River Capital Management LLC
Warmer can help you find a great advisor at East River Capital Management LLC or one who fits your needs even better.
East River Capital Management LLC is a fee‑only independent advisory firm that provides asset management, financial planning, pension consulting and institutional advisory services to individuals and entities, including pension and profit‑sharing plans, charitable organizations and municipal government clients. The firm constructs portfolios from individual stocks and bonds, ETFs, mutual funds and other public securities, and delivers tailored financial plans or consultations based on each client’s goals. The firm typically provides non‑discretionary asset management and emphasizes continuous account supervision, using a mix of fundamental, technical and cyclical analysis across long‑term, short‑term and trading strategies. Portfolios are designed to a client’s stated objectives and generally require client pre‑approval for transactions, with the firm noting that implementation remains under client control. What distinguishes East River Capital from many peers is its explicit pension‑consulting work for plan sponsors, including acknowledgment of ERISA fiduciary responsibilities when performing those services, and its willingness to serve institutional clients such as municipal entities and charitable organizations. The firm’s principal has a background in venture capital and the firm offers educational seminars and workshops on topics such as value investing, venture capital, private equity, tax and pension planning, services that are less common among similar independent advisers.
To learn more about the advisors currently working at East River 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 |
|---|---|---|
Pittsfield, MA
| 1
|
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