A complete list of active advisors currently associated with Fossel Capital Management LLC
Warmer can help you find a great advisor at Fossel Capital Management LLC or one who fits your needs even better.
Fossel Capital Management provides discretionary portfolio management to high‑net‑worth individuals, their trusts, and not‑for‑profit organizations. The firm offers customized portfolios and basic financial planning support, with a stated account minimum of $1,000,000 that may be negotiable. The adviser employs a relative‑value discipline across asset classes with bottom‑up fundamental analysis, preferring individual securities and ETFs and occasionally using covered calls or puts. Portfolios are broadly diversified and tax‑aware (favoring holding periods over one year), and the approach can include out‑of‑favor or higher‑risk securities when valuation merits it. Noteworthy aspects include explicit service to charitable/not‑for‑profit clients and the ability to negotiate fees for charities, which the brochure highlights as an exception to standard practice. The firm discloses that the principal may hold or trade the same securities as clients (with client transactions given priority), does not vote client proxies, and does not take custody of client assets.
To learn more about the advisors currently working at Fossel 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 |
|---|---|---|
Evergreen, CO
| 16
|
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