A complete list of active advisors currently associated with Meliora Capital

Warmer can help you find a great advisor at Meliora Capital or one who fits your needs even better.

Meliora Capital advises individuals, trusts, foundations and institutions and manages roughly $175 million across separate-account equity strategies and balanced portfolios, while providing incidental financial planning. The firm offers a Private Client Services tier for clients who want restricted discretion or more frequent contact and may recommend private fund investments to accredited or otherwise qualified investors. The firm’s investment process is primarily bottom‑up with consideration of macro and industry conditions, implemented through two proprietary strategies (Core Equity and Energy Income) and tailored balanced accounts that can include mutual funds, ETFs and other securities. Meliora discloses the use of margin borrowing in client brokerage accounts and the occasional use of derivatives (for example, covered‑call writing in the Energy Income strategy), and it conducts due diligence that includes attendance at manager webinars, calls and meetings and coordination of related tax planning. Notably, Meliora’s assets are split between discretionary and non‑discretionary management with slightly more assets reported as non‑discretionary (~$92.9M non‑discretionary vs ~$81.9M discretionary), a profile that is less common among peers. The firm also has an affiliated pooled investment vehicle for which the affiliate serves as sponsor or general partner (creating custody and conflict‑of‑interest considerations disclosed in the brochure), and it does not routinely vote client proxies while accepting limited authority to act on certain corporate actions.

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