A complete list of active advisors currently associated with Interchange Capital Partners

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

Interchange Capital Partners manages approximately $743.6 million for about 196 clients with an eight‑person advisory team. The firm provides financial planning, business consulting, and discretionary and non‑discretionary investment and wealth management for individuals (including high‑net‑worth clients), retirement plans, pooled vehicles and corporate clients, and also offers fee‑based insurance and trustee services. The firm’s investment approach is planning‑driven and goal‑focused, emphasizing diversified, low‑cost, asset‑class allocations implemented through ETF/index‑based model portfolios, independent managers and periodic rebalancing. Interchange deploys models and third‑party platforms (including services available through Dynasty) to implement strategies and, where appropriate, may utilize margin, securities‑backed lines of credit, derivatives and digital‑asset exposure in separately managed accounts. Interchange is distinctive among similarly sized team firms because it acts as a sub‑adviser to private funds and pooled vehicles and accepts performance‑based compensation (carried interest), including from a special purpose vehicle in which the firm is an investor and board observer. The brochure also discloses atypical marketing and operational arrangements — such as advertising hypothetical performance, use of client testimonials, and platform and capital arrangements with Dynasty (including a note sale and a forgivable loan) — matters prospective clients should review for the related conflicts of interest.

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