A complete list of active advisors currently associated with Hunter Capital Management Inc.
Warmer can help you find a great advisor at Hunter Capital Management Inc. or one who fits your needs even better.
Hunter Capital Management provides investment supervisory services to individuals, families, trusts, estates, foundations, and certain small business retirement plans and business entities. Portfolios are constructed using no‑load mutual funds, ETFs, closed‑end funds and individual equity and fixed‑income securities, with non‑discretionary reviews and short‑term hourly consultations available as alternatives to continuous management. The firm describes a value‑oriented, buy‑and‑hold investment philosophy that combines fundamental and technical analysis, seeking securities that trade below intrinsic value while using growth, commodity and alternative funds as diversifiers. Client portfolios are tailored to objectives, time horizon and risk tolerance, with quarterly reports, market commentary and periodic reviews; most client assets are managed on a discretionary basis. Noteworthy features relative to many independent peers include a relatively high assets‑per‑client profile—about $60 million in assets across 36 clients, with roughly $58 million discretionary—and an explicit preference for low‑cost, no‑load funds while avoiding soft‑dollar arrangements and third‑party compensation. The firm also does not vote client proxies as a matter of policy and documents its analysis and risk considerations in writing.
To learn more about the advisors currently working at Hunter 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.
Name |
Location |
Years of experience |
|---|---|---|
Alpine, UT
| 27
|
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