A complete list of active advisors currently associated with Fortune Capital Management LLC
Warmer can help you find a great advisor at Fortune Capital Management LLC or one who fits your needs even better.
Fortune Capital Management provides ongoing portfolio management and investment consulting to a small, diversified client base that includes individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations, and other advisers. Services include tailored Investment Policy Statements, regular portfolio monitoring, bookkeeping and general accounting duties, and subadvisory arrangements for unaffiliated advisers. The firm’s investment process combines charting, fundamental and technical analysis and generally concentrates on equities and ETFs (including precious‑metals ETFs), while also employing options strategies, short sales and margin trades when appropriate. Accounts are managed under written investment policies with discretionary trading authority, and the firm states it seeks fair allocation of opportunities and best execution across client accounts. Notably, Fortune Capital accepts performance‑based fees for certain qualified clients — an uncommon practice among peer independent advisers — and discloses policies intended to address the conflicts this can create. With a modest asset base and small client roster, the firm also offers subadvisory and fee‑for‑service consulting alongside discretionary portfolio management, and its custody relationships provide access to institutional research and other third‑party services.
To learn more about the advisors currently working at Fortune Capital Management 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 |
|---|---|---|
Lakewood, NJ
| 5
|
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