A complete list of active advisors currently associated with Finmas Capital LLC
Warmer can help you find a great advisor at Finmas Capital LLC or one who fits your needs even better.
Finmas Capital LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management plus financial planning, typically advising on mutual funds, equities, fixed income and ETFs and documenting objectives in client-specific investment policy statements. The firm applies a blend of analytical methods — including charting, technical and fundamental analysis, quantitative models, and modern portfolio theory — and employs both long- and short-term trading in implementing portfolios. Finmas manages nearly all assets on a non‑discretionary basis, requiring client approval for trades and conducting monthly account reviews. The firm’s principal maintains outside roles as an accountant and a licensed insurance agent, and the brochure discloses that those activities may result in conflicts when related services are offered to clients. Finmas also requires clients to use a specific custodian (Altruist) and does not aggregate trades for multiple client accounts, practices that distinguish it from many independent advisers.
To learn more about the advisors currently working at Finmas Capital LLC, 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 |
|---|---|---|
Stamford, CT
| 7
|
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