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 provides discretionary portfolio management to individuals, high-net-worth individuals, foundations, trusts and endowments. Like many independent advisers, it charges asset-based fees and clients receive custodial statements directly from the broker-dealer that holds their assets. The firm constructs relatively concentrated, all-long equity portfolios across market capitalizations, emphasizing companies with high return on equity, low debt and strong revenue growth, and uses option writing (selling puts and calls) as a risk-management tool. It may also employ external managers where appropriate and allocate to fixed income and alternative products—collectively capped at about 40% of assets—with account reviews performed quarterly. What is notable about the firm is that, despite a small number of client relationships and modest assets under management, it reports a significant non-U.S. client presence, a feature uncommon among independent firms. The firm has operated since 1995 with no disciplinary history, provides discretionary authority to manage account holdings, and generally votes proxies in line with the company boards’ recommendations.

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.