A complete list of active advisors currently associated with Martone Capital Management, Inc.

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

Martone Capital Management, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, delivering portfolio management and periodic account monitoring. The firm works with a relatively small client base and offers both discretionary and non-discretionary engagements depending on client preference. The firm uses a mix of fundamental, technical, and cyclical analysis and implements long‑term, short‑term, and trading strategies across individual equities, bonds, mutual funds, ETFs and other instruments. In practice, nearly all assets are managed on a non‑discretionary basis, so the adviser typically recommends transactions but requires prior client consent before executing trades. Compared with many solo independent advisers, Martone Capital’s client mix includes pension and profit‑sharing plans — a less common client type for firms of this size — and its filings show a predominance of non‑discretionary AUM. The firm also discloses an affiliated insurance licensing activity that may result in commission‑based recommendations and states it may employ specialized instruments (such as inverse and closed‑end funds) and treats cash as an asset class.

To learn more about the advisors currently working at Martone Capital Management, Inc., 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.