A complete list of active advisors currently associated with L M Franks Capital
Warmer can help you find a great advisor at L M Franks Capital or one who fits your needs even better.
L M Franks Capital provides customized discretionary and non‑discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, estates, trusts and charitable organizations. The brochure states the firm manages approximately $34 million in client assets and emphasizes continuous personal client contact in constructing portfolios. The firm applies a top‑down investment framework that examines global growth indicators and combines fundamental, technical, behavioral and charting analysis to identify price momentum and points of value, with a long‑term “growth with income” objective benchmarked to the S&P 500. Its process uses proprietary models to assess absolute and relative return profiles and may include international equities, fixed income and commodities as tactical or diversification tools. Noteworthy distinctions disclosed in the brochure include serving charitable organizations and a reported material non‑U.S. client presence, both relatively uncommon for independent advisors of this size. The firm also discloses the potential use of short‑term margin borrowings in client accounts and signals that it presents performance results, practices less frequently reported by peers.
To learn more about the advisors currently working at L M Franks Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chestnut Hill, MA
| 12
|
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