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

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

Krivacs Capital Management, LLC serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and a limited number of institutional clients. The firm provides fee‑based investment advisory and portfolio management services on either a discretionary or non‑discretionary basis and also offers consulting engagements. The firm’s investment approach is rooted in fundamental, value‑oriented analysis with a long‑term horizon, focusing on intrinsic value, balance‑sheet strength and sensible capital allocation across equities and fixed income while generally maintaining low portfolio turnover. Although primarily long‑term, the manager will at times pursue shorter‑term value opportunities such as risk arbitrage or spin‑offs, and clients may impose written guidelines or restrictions on their accounts. What is distinctive about the practice is that a large majority of the firm’s assets are managed non‑discretionarily and the adviser also accepts institutional mandates despite operating as a small, single‑advisor firm with a limited client base. The firm has operated since 2004 and the adviser’s multi‑decade industry experience underpins a boutique model that combines personalized service with the capacity to handle institutional account types.

To learn more about the advisors currently working at Krivacs 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.