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

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

McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high‑net‑worth clients, businesses, and institutional retirement plans through separately managed accounts. The firm also delivers model portfolios to third‑party platforms and acts as a sub‑adviser to other advisers and to an actively managed ETF. MSCM’s investment process is rules‑based and centered on tactical ETF strategies that implement trend‑following and momentum disciplines via proprietary quantitative models updated daily, with documented risk controls and the ability to move portfolios to defensive positions. Trading is directed by model outputs and implemented in block trades, with human overrides reserved for extraordinary market conditions; one of its strategies employs leveraged ETFs and the firm discloses that borrowing or margin may be used in client accounts where appropriate. Compared with many peers, MSCM has a notable level of involvement with pooled investment vehicles and fund‑related entities — serving as a sub‑adviser, working through a fund subsidiary arrangement, and supporting investments in an ETF it helps manage — and it provides portfolio management to investment companies. The firm also publishes performance information for its strategies and uses performance‑based compensation arrangements for certain qualified clients, while maintaining the model‑driven, ETF‑focused approach that underpins its trading and risk management.

To learn more about the advisors currently working at McElhenny Sheffield 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.