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

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

Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, managing client assets primarily through exchange-traded funds and mutual funds. The firm manages over $200 million in client assets and serves both individual and high-net-worth clients alongside institutional account types. The firm employs an asset-allocation, trend-based approach that it describes as “playing offense” by scaling into ETFs and mutual funds during uptrends and “playing defense” by moving to money market funds when trends reverse, with an emphasis on limiting losses and letting winners run. That approach produces relatively high portfolio turnover; the brochure discloses negotiated $0 commission rates for the majority of trades with Charles Schwab and the use of aggregated block trades so clients and the adviser receive the same execution and allocation. A practice the brochure highlights as uncommon for similar team firms is that Floyd Capital advertises performance results and provides written quarterly performance reviews in addition to custodial statements. The firm also requires clients to maintain custody at Schwab Institutional and states it does not tailor portfolios to individual client restrictions, which may limit clients’ ability to impose security-level constraints.

To learn more about the advisors currently working at Floyd 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.