A complete list of active advisors currently associated with Eddie Haggar Capital Mgt, Inc.

Warmer can help you find a great advisor at Eddie Haggar Capital Mgt, Inc. or one who fits your needs even better.

Eddie Haggar Capital Management manages approximately $15 million in client assets and provides discretionary, fee‑based portfolio management to individuals, high‑net‑worth clients, foundations, trusts and endowments. The firm bills on an asset‑management basis and reports performance and billing information to clients on a quarterly schedule. The firm maintains relatively concentrated, all‑long equity portfolios across market capitalizations, selecting companies with high return on equity, low leverage and strong revenue growth; it also uses an option‑selling overlay (selling puts and calls) as a risk‑management tool. Portfolios may include external managers when appropriate and can hold fixed income and alternative investments that together do not exceed 40% of assets under management. Notably, the brochure indicates a significant non‑U.S. client base, which is uncommon among independent firms of this size, and the firm pairs that client mix with a concentrated equity focus and explicit option strategies. The firm has operated since 1995, reports no disciplinary history, and maintains written policies such as a Code of Ethics and default proxy‑voting authority.

To learn more about the advisors currently working at Eddie Haggar Capital Mgt, Inc., 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.