A complete list of active advisors currently associated with M. Thomas Capital Management
Warmer can help you find a great advisor at M. Thomas Capital Management or one who fits your needs even better.
The firm serves individuals (including high-net-worth individuals), corporations, and estates, offering ongoing portfolio management, financial planning, and project-based financial analysis. It manages a small client base (about 41 relationships with roughly $11 million in assets) and provides both discretionary and non-discretionary advisory services documented by an Investment Policy Statement. Investment decisions are guided by modern portfolio theory and a long-term trading approach, with a primary emphasis on index funds and diversified allocations across mutual funds, ETFs, fixed income, real estate funds, annuities and, when appropriate, private placements or venture capital. The firm documents client objectives and risk tolerance, seeks equitable allocation of investment opportunities across accounts, uses Schwab Institutional custody, and delivers quarterly account reporting. Notable for a solo independent adviser, the firm’s principal also operates an affiliated legal services practice and discloses that legal advice or products may be offered outside the advisory relationship; the firm also provides litigation-support (non-legal) and other ad-hoc project work that can include contingent-fee arrangements. The brochure further notes the principal holds an inactive accounting license and the firm’s willingness to engage in venture/private placement opportunities, characteristics that are less common among peers of similar size.
To learn more about the advisors currently working at M. Thomas 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.
Name |
Location |
Years of experience |
|---|---|---|
Chagrin Falls, OH
| 6
|
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