A complete list of active advisors currently associated with Flagship Capital Management Inc

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

Flagship Capital Management provides investment management and related advisory services to a mix of individual and institutional clients, including corporations, pension and profit-sharing plans, foundations, trusts, and endowments. Services include discretionary portfolio management, financial planning and cash-flow budgeting, and business and investment advisory support. The firm manages separate client accounts held at third-party custodians and typically constructs portfolios of equities, fixed income, mutual funds, ETFs and cash, seeking both income and capital appreciation. Investment decisions draw on both fundamental and technical analysis—incorporating macroeconomic views and issuer-level financial review—and accounts are monitored and reviewed on a regular, team-based basis. Notable features include a long-established, privately held structure with a single active owner and a small advisory team managing roughly $200 million in discretionary assets, a scale that is less common for firms of similar headcount. Flagship also offers self-directed retirement plan services and maintains an explicit proxy voting approach that generally withholds votes for certain long-tenured or older board members, a specific governance stance that differs from many peers.

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