A complete list of active advisors currently associated with Mackhouse Capital
Warmer can help you find a great advisor at Mackhouse Capital or one who fits your needs even better.
MackHouse Capital provides discretionary investment management and financial planning primarily for individual clients and also offers services to trusts, estates, pension and profit-sharing plans and other entities. The firm is a fee-only registered investment adviser that provides portfolio management and advice on individual stocks and bonds, mutual funds, ETFs and limited partnerships. The firm follows an asset-allocation-driven process that begins with a client-specific Investment Policy Statement and uses research tools such as Morningstar Principia to select securities and implement portfolio allocations. MackHouse emphasizes diversification, periodic portfolio reviews, written quarterly reporting, and conducts trading and custody activity through established custodial arrangements. What distinguishes MackHouse from many peers is its small scale and client mix: it manages a limited number of discretionary accounts for primarily non–high-net-worth individuals, rather than focusing on HNW clients. The firm also maintains a strict fee-only model (no commissions or product sales), typically requires use of a designated custodian for client accounts, and has documented proxy-voting and personal-trading policies.
To learn more about the advisors currently working at Mackhouse 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 |
|---|---|---|
Clarksville, IN
| 17
| |
Indianapolis, IN
| 10
|
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