A complete list of active advisors currently associated with MacNeil Capital Management

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

MacNeil Capital Management provides investment supervisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm manages client assets on a discretionary basis across a broad set of instruments, including equities, fixed income, ETFs, mutual funds, options, and other securities. The firm determines a risk profile through initial and ongoing client input and generally pursues a long-term investment strategy while occasionally employing short-term trading, hedging, margin, short-selling, or options for more aggressive mandates. Its research process emphasizes fundamental analysis and expressly cites financial periodicals and broadcasts, third‑party research, company filings, and direct verification as primary information sources. Compared with many peers, the brochure highlights a small, single-advisor practice with a principal who holds the CFA charter and who offers both ongoing advisory relationships and discrete project- or hourly-based services when requested. The firm also notes a willingness to trade less-standard securities and to aggregate trades for clients, practices that can be less typical among similarly sized independent advisers.

To learn more about the advisors currently working at MacNeil 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.