A complete list of active advisors currently associated with Janal Capital Management LLC

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The firm provides asset allocation and investment advice to individual and trust clients on a discretionary basis, managing approximately $20.5 million for a small client roster of about 15 households. It constructs customized portfolios and maintains client accounts primarily at Vanguard, with custodial statements provided by both the firm (for some clients) and the broker-dealers. Investment decisions are driven by an in-house financial model that sets the mix between equities and fixed income and specifies allocations across domestic/foreign, growth/value, market-cap, and fixed-income subcategories; implementation typically uses Vanguard no-load index funds, with ETFs or other no-load mutual funds used when Vanguard options are unavailable, and individual equities placed only at a client’s specific request. Portfolios are reviewed monthly and rebalanced at least quarterly to maintain targeted asset allocations. Notable features include a very small, owner-run operation with no employees and concentrated client relationships, and a principal whose background includes managing corporate treasury functions and a large employee retirement plan, which informs the firm’s approach to risk and portfolio structure. The firm does not participate in wrapper fee programs or accept third-party compensation, and it maintains a Code of Ethics that, among other provisions, prohibits participation in IPOs and private placements.

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