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

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

Kaltbaum Capital Management primarily serves individual and high-net-worth clients, providing discretionary and non-discretionary investment supervisory services and tailored portfolio management across equities, fixed income and ETFs. The firm also offers investment research and consulting and produces market commentary and publications intended for a broader investor audience. The firm operates three stated strategies—growth (equities), fixed income, and an ETF/tactical allocation approach—and combines fundamental and technical analysis with daily monitoring and the flexibility to take concentrated positions when deemed appropriate. Portfolios may be managed to a stated strategy or customized to individual client goals, and the adviser retains broad investment authority to adjust allocations in response to market and client changes. Noteworthy differences from many peers include a media and publications component (periodicals/newsletter commentary and broadcast appearances) and the firm’s acceptance of performance-based fee arrangements for qualified clients, both of which are less common in this peer group. The firm also manages a relatively large number of client relationships per advisor, a structure that may influence how services are delivered and reviewed compared with smaller advisor-to-client ratios.

To learn more about the advisors currently working at KALTBAUM 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.