A complete list of active advisors currently associated with Good Capital

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

Good Capital is a sole‑proprietor registered investment adviser that provides portfolio management, pension consulting, and financial planning to a range of clients including pension and profit‑sharing plans, charitable organizations, corporations, and individuals. The firm creates written Investment Policy Statements and generally offers discretionary management implemented through model portfolios and regular portfolio monitoring. Its investment process combines fundamental and technical analysis with modern portfolio theory to construct primarily long‑term, income‑and‑cash‑flow‑oriented portfolios using mutual funds, equities, fixed income, hedge funds, and ETFs (including precious‑metal ETFs). The firm documents client risk tolerance and time horizon in an IPS, seeks execution through an established custodian relationship, and generally restricts advice to a defined set of investment vehicle types. Noteworthy distinctions in the brochure include an explicit pension‑plan consulting offering and the availability of hourly‑fee financial planning services, both of which are less common among investment‑manager peers. The firm is newly formed (2022) as a sole proprietorship and discloses a prior regulatory suspension involving a supervisor that was subsequently resolved and lifted.

To learn more about the advisors currently working at Good Capital, 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.