A complete list of active advisors currently associated with IS Capital Management

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

IS Capital Management is an independent registered investment adviser that provides investment management, financial planning, retirement-plan rollover education, and hourly consulting primarily for individual clients and, less commonly, for pension or profit‑sharing plans. The firm offers ongoing portfolio management and tailored planning advice intended to align with each client’s stated objectives. Portfolios are positioned toward conservative, income‑oriented strategies with a notable emphasis on dividend‑producing equities, particularly preferred stocks and closed‑end funds, and the firm relies on fundamental, technical and cyclical analyses to guide security selection and rebalancing. Accounts are reviewed regularly and managed with discretion, and the brochure highlights liquidity and other risks specific to closed‑end funds and similar instruments. The firm discloses an affiliation with an insurance company and that its principal sells insurance for commission, a relationship noted as a potential conflict of interest addressed through fiduciary obligations and internal policies. IS Capital Management manages roughly $3.0 million for a small client base (16 clients) and regulatory filings disclose that the firm’s principal is subject to two IRS liens.

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