A complete list of active advisors currently associated with Haas Capital Management LLC

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

Haas Capital Management provides discretionary portfolio management to high‑net‑worth individuals, trusts, pension funds, charitable organizations, and corporate clients. The firm assists clients with asset allocation, account establishment and transfers, and ongoing security selection and trading across U.S. individual equities and ETFs for bonds and foreign securities. The firm’s strategies are built from approaches that have worked historically combined with the principal’s judgment, with a fundamental emphasis on earnings, dividends and valuation rather than technical analysis. Haas generally seeks multi‑year holdings but notes that its active strategy turnover is higher than passive index funds, which can increase trading costs and tax consequences. Noteworthy for a solo independent adviser, Haas manages institutional clients in addition to HNW individuals and operates all accounts on a discretionary basis, with a negotiable $250,000 minimum and a preference that clients custody accounts at Interactive Brokers. The principal also develops trading algorithms, serves on a corporate board, and engages in farming and consulting activities that take varying portions of his time; he trades alongside clients in the same strategies and the firm does not accept proxy‑voting authority.

To learn more about the advisors currently working at Haas 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.