A complete list of active advisors currently associated with Leder Fiduciary Capital LLC
Warmer can help you find a great advisor at Leder Fiduciary Capital LLC or one who fits your needs even better.
Leder Fiduciary Capital LLC is an independent, solo-registered investment adviser that provides portfolio management and financial consulting to individuals (including high-net-worth clients), charitable organizations, foundations, trusts, and businesses. Services include discretionary and non-discretionary portfolio management, complimentary financial planning, and retirement-account rollover guidance; the firm primarily advises on mutual funds and exchange-traded funds. The firm customizes investment strategies through an Investment Policy Statement or by implementing one of its model portfolios, using fundamental analysis and modern portfolio theory while emphasizing low-cost, no-load, passive/index investments and tax efficiency. Clients receive ongoing monitoring and rebalancing, with the firm offering both bespoke asset allocations and model-driven solutions based on an investor’s goals, risk tolerance, tax situation, and time horizon. Distinctively for a single-advisor independent firm, the adviser manages assets for pension and profit-sharing plans and provides portfolio management for institutional clients in addition to individual accounts, and manages roughly $120 million across about 30 client relationships. The firm also positions itself as a financial "CFO" to clients by combining portfolio management with complimentary financial planning and written IPS documentation.
To learn more about the advisors currently working at Leder Fiduciary Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Bellaire, TX
| 23
|
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