A complete list of active advisors currently associated with Fourpath Capital Management, LLC
Warmer can help you find a great advisor at Fourpath Capital Management, LLC or one who fits your needs even better.
FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, selection of independent managers, and fiduciary or non‑fiduciary consulting for plan sponsors. The firm provides both discretionary and non‑discretionary portfolio management and offers services through an advisory relationship governed by written investment advisory agreements. FourPath’s investment process emphasizes a risk‑adjusted, tax‑efficient, and cost‑effective asset allocation built from a mix of active and passive strategies across equities, fixed income, mutual funds, ETFs and separately managed portfolios. Security selection uses qualitative, quantitative, technical and relative‑strength metrics, portfolios are monitored and rebalanced as conditions or client circumstances change, and the firm may employ options, margin, and both short‑ and long‑term trading strategies when appropriate. Notably, FourPath sponsors a bundled wrap fee program and makes use of advisory programs and custodial relationships (including Wells Fargo program offerings and Trade‑PMR/First Clearing services) that provide institutional trading, custody and execution capabilities not always available at similarly sized team firms. The firm also sources and assists qualified clients with alternative private fund investments (private equity, venture capital, hedge funds) and provides ERISA‑focused services such as recommending and monitoring investment managers for retirement plans.
To learn more about the advisors currently working at Fourpath 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 |
|---|---|---|
Oklahoma City, OK
| 7
| |
Oklahoma City, OK
| 20
| |
Oklahoma City, OK
| 27
| |
Oklahoma City, OK
| 41
| |
Oklahoma City, OK
| 0
| |
Oklahoma City, OK
| 26
| |
Oklahoma City, OK
| 9
|
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