A complete list of active advisors currently associated with Fern Capital Inc.
Warmer can help you find a great advisor at Fern Capital Inc. or one who fits your needs even better.
Fern Capital serves individual and high‑net‑worth clients and manages approximately $71 million across about 45 accounts. The firm’s core offerings are discretionary portfolio management, supplemented by qualified plan consulting and hourly investment consulting engagements. Investment programs are documented in written Investment Policy Statements and implemented using fundamental analysis with quantitative and technical overlays; the firm also selects investment‑grade, intermediate‑term fixed income for suitable accounts. Fern Capital accepts discretionary trading authority, performs at least quarterly account reviews, and does not delegate portfolio management to third‑party managers or act as custodian for client assets. The firm is owned and operated by a CPA‑credentialed principal and operates with a small advisory team, providing an advocacy service that may include accompanying clients to meetings with third‑party managers. Operationally, the firm requires custody at a specified custodian (Charles Schwab), receives soft‑dollar research benefits from its broker‑dealer, and delegates proxy voting to clients rather than voting proxies on their behalf — practices that differ from many peers.
To learn more about the advisors currently working at Fern Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Dearborn Heights, MI
| 10
| |
Huntington Woods, MI
| 9
|
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