A complete list of active advisors currently associated with Elgethun Capital Management

Warmer can help you find a great advisor at Elgethun Capital Management or one who fits your needs even better.

Elgethun Capital Management serves individuals and high-net-worth clients as well as a range of institutional entities, including banks, pension plans, trusts, endowments and pooled investment vehicles. The firm offers discretionary and non-discretionary asset management alongside hourly consultation and advisory services to both individual accounts and pooled funds. The firm’s investment approach is grounded in fundamental analysis and combines fixed income allocations for capital preservation with equity positions for appreciation, using long- and short-term holdings, tactical and strategic asset-allocation techniques, and options or margin where appropriate. Portfolios are constructed from individual equities, corporate and government bonds, and mutual funds/ETFs, and accounts are continuously monitored and adjusted to accommodate client-specific situations such as legacy holdings or tax considerations. What distinguishes the firm from many peers is its active role with private pooled funds and affiliated entities: it serves as adviser, sponsor or manager to private investment vehicles and limited partnerships and follows custody, reporting and independent-review procedures for those funds. The firm also discloses and manages the coexistence of traditional asset-management accounts and performance-fee pooled vehicles, and it regularly provides performance reporting and solicits investors for private placements.

To learn more about the advisors currently working at Elgethun Capital Management, 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.