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

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

Matchpoint Capital Management serves individuals, retirement and profit‑sharing plans, trusts, charitable organizations and corporations, providing customized portfolio management primarily through mutual funds, exchange‑traded funds, closed‑end funds and individual equities. The firm charges percentage‑of‑assets fees for its advisory services and reported approximately $52 million in assets under management as of March 12, 2025. The firm’s investment process is a top‑down asset allocation approach that combines fundamental and technical analysis to construct Growth, Growth/Income and Income portfolios, with formal quarterly reviews of performance and allocation. Implementation ranges from long‑term holdings to short‑term trading and includes the use of options, margin, leveraged and inverse ETFs, and access to private alternative offerings; accounts are managed on both discretionary and non‑discretionary bases (about $37M discretionary and $15M non‑discretionary). Noteworthy aspects relative to peers include a stated $1,000,000 minimum relationship (though it may be waived) and a small client base of roughly 35 accounts, which can imply a more concentrated advisor‑to‑client relationship. The firm uses Fidelity as its primary custodian, does not aggregate client orders, and generally leaves proxy voting responsibility with clients rather than voting proxies on their behalf.

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