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

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

Excelsus Capital Management is a state-registered investment adviser that provides continuous investment supervisory services and written financial planning to individual clients (including some high-net-worth individuals) and certain corporate clients. The firm gathers detailed client information through interviews and questionnaires to develop personalized investment policies and written plans. The adviser manages accounts on either a discretionary or non-discretionary basis and employs a mix of methods — including fundamental, technical/charting, quantitative and qualitative analysis — together with asset-allocation strategies. Portfolios may include a wide range of instruments (mutual funds, ETFs, equities, fixed income, options) and, when suitable for a client, private partnership interests such as real estate and oil-and-gas investments, with accounts reviewed at least quarterly. Distinctive features relative to many peers include a requirement that advisory clients custody assets through a single institutional platform (Fidelity) and an explicit willingness to implement private partnership interests, including oil and gas, which is less common for firms of this size. The firm also provides written financial-planning deliverables, may reduce planning fees when clients also engage its portfolio management, and does not vote client proxies.

To learn more about the advisors currently working at Excelsus 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.