Media, PA W State Street Office
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Flagship Capital Management Inc
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Firm-wide stats for Flagship Capital Management Inc
About
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.
Based on Flagship Capital Management Inc
Location
400 W State Street
Media PA 19063
Advisors at this office
2
Advisors at this office
Charles G
Series 65
Media, PA
Flagship Capital Management Inc
Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.
Thomas G
Series 63, Series 65
Media, PA
Flagship Capital Management Inc
Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He has been with Flagship Capital Management since 2013 and holds Series 63 and Series 65 designations. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations and pension plans. The firm employs fundamental and technical analysis to manage portfolios that typically include equities, fixed income, mutual funds, and ETFs, and it maintains a distinctive governance policy on proxy voting.
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