A complete list of active advisors currently associated with MAPT Capital

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

MAPT Capital is a newly registered, fee-only investment adviser that offers continuous portfolio management and project-based financial planning to a broad client set, including individuals, high-net-worth families and institutional entities such as pension and profit-sharing plans and charitable organizations. The firm states it serves both U.S. and cross-border clients and tailors services to individual circumstances and goals. The firm describes an investment process that begins with a client-specific policy and asset-allocation targets and uses a mix of passive and active strategies informed by modern portfolio theory, fundamental and cyclical analysis. MAPT provides discretionary portfolio management where authorized and delivers financial planning as a limited-scope, fixed-fee engagement that integrates cash‑flow, retirement, estate, insurance and tax considerations. What is noteworthy in the brochure is the combination of offerings that is uncommon for firms in this regulatory category: MAPT emphasizes project-based, fixed-fee financial planning and states it will manage portfolios for both individual and institutional clients, while explicitly addressing cross-border and international tax‑jurisdiction issues. The firm also notes it does not act as a private fund adviser and was newly formed with no assets under management at the time of its initial filing.

To learn more about the advisors currently working at MAPT 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.