A complete list of active advisors currently associated with Megaannum Capital, LLC
Warmer can help you find a great advisor at Megaannum Capital, LLC or one who fits your needs even better.
Megaannum Capital, LLC provides discretionary portfolio management primarily to individual investors and charitable organizations through a small team and a limited client base. The firm works directly with each client to develop an Investment Policy Statement and delivers ongoing monitoring and portfolio construction tailored to client objectives and risk tolerances. The firm concentrates on selecting undervalued stocks and limits its investable universe to equities, debt, and options, using a mix of macroeconomic research, fundamental and technical analysis, and company interviews to form investment views. Portfolios are managed on a discretionary basis with block trade execution and regular reviews tied to the client’s documented time horizon and risk profile. Noteworthy characteristics for a firm of this size include reliance on Interactive Brokers’ institutional platform and related technology and services (disclosed by the firm as providing benefits that could be viewed as “soft dollars”), and an explicit proxy policy under which the adviser will not vote client proxies. The firm also disclosed a 2023 regulatory consent order relating to policies for inverse and leveraged ETFs and that its principal maintains part‑time outside work, both of which are disclosure items less commonly seen among similar advisers.
To learn more about the advisors currently working at Megaannum Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Downingtown, PA
| 11
| |
Downingtown, PA
| 3
|
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