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

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

Mead Capital Management provides discretionary portfolio management, financial planning, and limited consulting services to individuals as well as trusts, charitable organizations, pensions, and other business entities. Like many independent advisers, it typically charges fees based on assets under management and structures client accounts as separately managed accounts. The firm follows a value-oriented, business-ownership approach to security selection, favoring concentrated portfolios of publicly traded companies when managing proprietary accounts and using strategic asset allocation with low-cost ETFs for financial planning clients. Accounts are managed on a discretionary basis and the firm emphasizes long-term holding periods and fundamental analysis rather than frequent trading. Noteworthy for a solo independent adviser, the firm offers performance-based fee arrangements to qualified clients and includes performance results in its marketing materials and client success stories. The principal also produces a subscription investment newsletter and is forming a holding company to acquire private business interests, activities the brochure discloses may demand a material portion of the principal’s time.

To learn more about the advisors currently working at Mead 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.