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

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

The firm provides discretionary, fee‑only investment management of separate portfolios for individuals, their businesses, trusts and retirement plans. It charges advisory fees on a percentage‑of‑assets basis and customizes portfolios to client objectives rather than offering one-size pooled products. Investment strategy emphasizes value investing, seeking quality but currently “out of favor” securities through a combination of sector-driven and company‑specific analysis. Research and trading draw on a range of inputs — proprietary valuation models, industry data, corporate filings, meetings with counterparties and a proprietary relative‑value study dating back to 1971 — and the firm applies the same philosophy to fixed‑income holdings. Noteworthy for a firm in this category, it explicitly includes corporate or business clients among its client types and reports modest assets under management (approximately $11.68 million as of the date disclosed), reflecting an owner‑operated, single‑advisor model that offers individualized portfolio work. The adviser aggregates client orders (and at times the adviser’s personal trades) and discloses an affiliation through a board role with a family of mutual funds, and it reports no disciplinary history.

To learn more about the advisors currently working at Ivan 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.