A complete list of active advisors currently associated with Excalibur Management Corp

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

Excalibur Management Corporation provides discretionary investment management and integrated financial planning primarily for high-net-worth individuals, families, trusts, foundations, closely held business entities, and endowments. The firm offers customized multi-asset portfolios, custom equity and fixed-income strategies, tax-efficient investing, concentrated-asset strategies, and coordination with other professional service providers. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up fundamental and technical security research, emphasizing risk assessment and long-term, risk-adjusted returns through disciplined asset allocation and tactical rebalancing. Relationships are tailored to each client’s liquidity, concentration, tax situation, and cash flow needs, with ongoing monitoring and the ability to recommend outside managers when appropriate. Distinctive features include a multi-office footprint—operating five offices—which is uncommon for firms of this team size, and an affiliation with an accounting firm where some of the firm’s advisors also serve as accounting professionals. That integration of investment and accounting expertise, together with staff holding CPA/PFS and CFP credentials, can influence the firm’s handling of tax-sensitive planning, reporting, and coordination of services.

To learn more about the advisors currently working at Excalibur Management Corp, 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.