A complete list of active advisors currently associated with Founders Capital Management, LLC
Warmer can help you find a great advisor at Founders Capital Management, LLC or one who fits your needs even better.
Founders Capital Management serves individual and high‑net‑worth clients as well as charitable organizations, offering discretionary and non‑discretionary portfolio management alongside complimentary financial planning and retirement‑account advice. The firm manages approximately $920 million across a relatively small client base and constructs individualized investment policies through client discussions and risk questionnaires. The firm’s investment process is largely bottom‑up, fundamental analysis that emphasizes intrinsic value and predictable business parameters, building concentrated portfolios typically of 20–30 individual equities and bonds while using mutual funds or ETFs for diversification or to hold legacy positions for tax reasons. In fixed income the firm favors short‑duration securities and seeks to avoid long‑term, layered‑insurance structures; it also uses options trading and, in some separately managed accounts, borrowing to implement strategies, which adds leverage and related risk considerations. Founders is notable for the combination of substantial assets under management with a small advisory team, and for certain operational features such as principals serving as trustees for some accounts and an affiliation with an accounting firm that can generate mutual referrals (with disclosures and no referral fees). The firm uses an institutional custody platform and block‑trading practices, and maintains formal policies — including a code of ethics and pre‑clearance rules — to address personal trading and potential conflicts.
To learn more about the advisors currently working at Founders 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 |
|---|---|---|
Hartford, CT
| 4
| |
Hartford, CT
| 23
| |
Hartford, CT
| 27
| |
Hartford, CT
| 8
|
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