A complete list of active advisors currently associated with HDS Capital Management, Inc.

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

HDS Capital Management provides tailored portfolio management and continuous investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm advises across a broad set of securities — including exchange-listed equities, ETFs, mutual funds, corporate debt and, occasionally, warrants and foreign or municipal securities — and manages accounts on both discretionary and non-discretionary bases. The firm’s investment process relies on fundamental analysis and mutual fund/ETF manager review, and it implements a mix of long-term and short-term trading strategies, with occasional use of margin. Client objectives, risk tolerance and time horizon are established through questionnaires and discussions, accounts are monitored continuously with monthly reviews, and clients receive periodic performance and unrealized gain/loss reporting. Notable features compared with many peers include a small client roster relative to assets under management (roughly $83 million across about 15 clients), no stated minimum account size, and a long operating history dating back to 1999. The firm recommends Schwab Institutional custody and receives program benefits that may create potential conflicts of interest, generally does not aggregate or block trades for clients, and requires clients to direct the choice of broker-dealer for execution, which can affect trade execution and commission arrangements.

To learn more about the advisors currently working at HDS Capital Management, Inc., 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.