J. Mandwelle Capital Management

J. Mandwelle Capital Management provides discretionary investment supervisory services and hourly financial planning to individuals, high‑net‑worth individuals, and retirement accounts such as IRAs and trusts. The firm reports managing about $60.9 million across roughly 143 clients and creates individual Investment Policy Statements to guide portfolio construction and monitoring.

The firm’s investment process draws on charting, fundamental, technical, and cyclical analysis and employs both long‑ and short‑term trading while operating with discretionary authority to execute trades on behalf of clients. Accounts are monitored regularly through the custodian relationship, and the adviser may use margin (borrowing) in client accounts as part of portfolio management.

The firm’s principal maintains an affiliated CPA practice (about 20 hours per week) and is also a licensed insurance agent who may offer commissionable insurance products, relationships the brochure discloses as potential conflicts of interest. That combination of an accounting affiliation, insurance licensing, and the explicit use of borrowing in managed accounts is less common among independent advisory firms and is a notable feature of the firm’s service mix.