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

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

Malvern Capital Management provides discretionary investment management alongside financial planning and project-based consulting to individuals (including high‑net‑worth clients) and institutional clients such as pension and profit‑sharing plans, trusts, endowments, and foundations. The firm also acts as an ERISA fiduciary for retirement plans (including 3(38) plan management) and generally applies a $500,000 account minimum that may be lowered or waived in certain cases. The firm manages assets through its Malvern Investment Portfolios (MIPs), using a strategic, long‑term asset allocation process that emphasizes mutual funds, ETFs and select individual securities with ongoing monitoring and periodic rebalancing. MCM routinely considers non‑traditional asset classes—including interval funds, buffer ETFs, alternative strategies and private investments—and discloses that it permits margin/borrowing in separately managed accounts, which it treats as a factor in account valuation and risk assessments. Compared with many peers, MCM’s explicit combination of non‑traditional vehicles and the acceptance of borrowing in discretionary separately managed accounts is relatively uncommon and may be relevant for clients seeking those capabilities within a single advisory mandate. The firm also does not vote client proxies (clients receive proxy materials directly) and highlights its ERISA fiduciary role for retirement plans, which can affect governance and decision‑making responsibilities for both plan sponsors and individual clients.

To learn more about the advisors currently working at Malvern 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.