A complete list of active advisors currently associated with MarketGrader Capital, LLC

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

MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles and institutional clients, and also supports separately managed accounts and family-office advisory engagements. The firm generally charges asset-based (percentage-of-AUM) advisory fees and serves as a sub‑adviser or index replicator for other advisers and pooled funds. Investment selection and portfolio construction are driven by research and index methodologies sourced from its affiliate MarketGrader.com, using a rules‑based fundamentals scoring system that evaluates 24 indicators across growth, value, profitability and cash flow. Portfolios are built to mirror those transparent, equally weighted indexes with market‑cap and liquidity screens and scheduled rebalances, and the firm also offers risk‑managed index solutions that incorporate a tactical volatility overlay in partnership with a risk‑management specialist. What is distinctive about the firm is its dual role as both an active manager for institutional mandates and as an index publisher/licensor — including the Barron’s 400 and a broad family of global and China‑focused indices that are licensed to third parties and in some cases calculated by exchanges. The firm operates with a small advisory team and no individual retail client base, emphasizing index replication, sub‑advisory mandates and licensing arrangements rather than traditional one‑on‑one wealth management.

To learn more about the advisors currently working at MarketGrader Capital, LLC, 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.