A complete list of active advisors currently associated with Grammatical Capital, LLC

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

Grammatical Capital is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management to individuals and high net worth clients as well as corporations, pension funds, and endowments. The firm manages client accounts on a percentage-of-assets basis and does not provide separate financial planning, hourly, subscription, or commission-based services. The firm’s process begins with a client interview to establish financial position, objectives, risk tolerance, and time horizon, and portfolios are constructed with a long-term orientation toward income and capital appreciation. Investment decisions combine fundamental and technical analysis, and the firm actively employs option-writing strategies (including covered calls and cash-secured puts) and, at times, short sales to generate income and manage exposure under discretionary authority. Notable for its small scale—roughly $7.4 million in discretionary AUM, two advisors, and about ten client relationships—Grammatical Capital serves an atypically broad client mix that includes institutional entities while operating exclusively with discretionary mandates. The firm generally directs clients to custody at Interactive Brokers, does not participate in wrap-fee programs, will not vote client proxies, and discloses the potential use of commission arrangements to obtain research or brokerage services under Section 28(e).

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