Greenwich, CT Office

Maryland Capital Advisors provides discretionary and non‑discretionary portfolio management and investment advice to individuals and families, retirement plans, corporations, and trusts or charitable organizations. The firm develops individualized, tax‑ and cost‑efficient portfolios and Investment Policy Statements, and as of December 31, 2025 reported managing approximately $485.8 million on a discretionary basis, about $4.9 million non‑discretionary, and advising on roughly $100.4 million of additional client assets.

The firm’s investment approach is grounded in Modern Portfolio Theory and factor research, with a stated view that markets are generally efficient and a preference for passively managed funds and ETFs to implement global, multi‑asset allocations. Portfolios are organized into “Risk Assets” (equities and real estate funds) and “Low‑Risk Assets” (bond funds and individual fixed‑income securities), and the firm highlights bond‑market experience to manage interest‑rate, credit, and cash‑flow risks.

Noteworthy features include a referral‑only client intake model and a compact advisory team that manages substantial assets, a combination that is uncommon among similar supported firms. The firm also maintains a formal business continuity and succession agreement with Focus Partners Wealth, LLC and emphasizes customized fixed‑income implementation alongside institutional‑class passive funds rather than relying solely on retail mutual funds.