A complete list of active advisors currently associated with Menominee Capital
Warmer can help you find a great advisor at Menominee Capital or one who fits your needs even better.
Menominee Capital is a state‑registered investment adviser that provides portfolio management, recommends and monitors third‑party (outside) managers, and offers financial planning services including both comprehensive ongoing planning and fixed‑fee project plans. The firm’s brochure indicates it is prepared to serve a wide range of clients—from individuals (including both high net‑worth and non‑HNW) to institutional entities—while reporting no account minimum. The firm primarily practices passive investment management using index mutual funds and ETFs to build low‑cost, diversified portfolios, but also employs fundamental, technical, cyclical and charting analysis and may implement active allocations or outside manager strategies when appropriate. Menominee Capital constructs client investment policy statements, accommodates client‑imposed restrictions, and conducts ongoing reviews of outside managers’ holdings, strategies and compliance as part of its oversight process. What is distinctive about Menominee Capital is the combination of a very small, newly registered advisory operation (no reported AUM at the time of its initial filing) with an intended client base that includes several institutional types that are uncommon for firms of this size—such as banking/thrift institutions, sovereign wealth funds, insurance companies, state or municipal entities, pension plans and other advisers. The brochure also discloses that the firm’s principal maintains a significant outside occupation (roughly 20 hours per week), a fact prospective clients may consider when assessing the firm’s service capacity.
To learn more about the advisors currently working at Menominee 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.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 2
|
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